Florida | Taxes & Retirement Seminar | March 2025 | ARE-18276

Join Us in Wildwood or Oxford for an Upcoming Tax Planning Event for FL Residents

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Wildwood Community Center
6500 Powell Rd, Wildwood, FL 34785

Date & Time:

– Tuesday, March 18 at 7:00 p.m.

Seating is limited and there is no charge to attend.

Event Details

Warfield Auditorium
98 S Warfield Ave, Wildwood, FL 34785

Date & Time:

– Thursday, March 20 at 7:00 p.m.

Seating is limited and there is no charge to attend.

Event Details

Oxford Community Center
4027 Co Rd 106, Oxford, FL 34484

Date & Time:

– Saturday, March 22 at 11:00 a.m.

Seating is limited and there is no charge to attend.

Event Details

Event Options:

– Wildwood Community Center on Tuesday, March 18 at 7:00 p.m.
– Warfield Auditorium on Thursday, March 20 at 7:00 p.m.
– Oxford Community Center on Saturday, March 22 at 11:00 a.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation where we will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s new and changing for taxes and Social Security in 2025.²
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

Online Form - Florida | Taxes & Retirement Seminar | March 2025 | ARE-18276

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Mike Savarese, President & Founder | America's Retirement Advisory Group

Mike Savarese has devoted over 30 years of his professional life to helping his clients achieve their financial goals and enjoy a confident retirement. One area of Mike’s financial expertise includes helping retirees transition to the distribution phase of their investing lives. He offers practical strategies to help disperse retirement assets as tax-efficiently as possible, while ensuring a financial legacy for future generations.

Mike was also trained for 14 years as a Certified Ed Slott Master Elite IRA Advisor*. These members are dedicated to being leaders in the IRA industry with regular ongoing education, and are equipped with up-to-date tools and resources. Furthermore, Mike was a commentator for over 12 years on San Diego Radio airwaves, discussing market trends and advising callers how to navigate the pit-falls of the financial markets on Radio AM 1000, AM 1170 and AM 600.

CA License #0A08613 FL License #W813163

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Mike Savarese offers Securities and Advisory Services through CreativeOne Securities, LLC. Member FINRA/SIPC and an investment advisor. America’s Advisory Group, Taxes Declassified, and CreativeOne Securities, LLC are not affiliated. Licensed insurance professional.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.