Greater Charleston, SC | TAX Webinar | January 2024 | ARE-15613

Important Webinar for SC Residents

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

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

What’s new and changing for taxes and Social Security in 2024.²
The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
Why taxes may be one of your biggest retirement expenses without a proper plan in place.
Immediate, actionable steps to help protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
Strategies to help you avoid “401k and IRA tax pitfalls.”
Social Security strategies to help minimize taxes on your benefits.
And MUCH more.

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Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Webinar Dates & Times

– Tuesday, January 16 at 6:30 p.m. EST

– Thursday, January 18 at 12:00 p.m. EST

– Thursday, January 18 at 6:30 p.m. EST

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how you may be able to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

FEATURED PRESENTER:

Steve Ward

Aletheia Advisory Services, LLC

I have been a financial advisor since 1992, my whole adult life, and have served individuals, businesses and institutions as an employee of several national and regional financial institutions. I have advised clients ranging from individuals just starting out in their careers to owners of public companies with $100mm+ investable assets. While I am grateful to have worked with many wonderful people and gained wide-ranging experience all those years, in 2017 I formed this independent practice.

I absolutely love being an independent advisor. My business day starts, ends and revolves around my clients. I cherish the privilege of getting to give personalized, independent advice and counsel. I relish the opportunity to help solve complex financial problems but also to serve clients on the seemingly mundane to free them to spend their time on what’s most important to them. I enjoy walking with clients through the challenges of life and seeing them pursue their life goals while growing together in relationship over the years.

I am fortunate to be married to my college sweetheart and to get to be a Dad to a couple of spirited teen aged boys and a beastly giant schnauzer.

When we get the chance, we travel as a family. I have coached over 60 seasons of youth sports over the years, starting when I was in high school. Our family is active in our support of several causes in our community.

I graduated from the University of South Carolina with a Bachelor of Science in Business Administration-Finance in 1991. I’m a voracious reader, a “student of the game” when it comes to the world of finance, and enjoy learning every day.

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

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

Securities offered through D.H. Hill Securities, LLLP, member FINRA/SIPC. Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link https://belpointewealth.com/disclosure/ Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed quali?cations or services Belpointe Asset Management offers, or that its personnel possess a particular level of skill, expertise or training. Belpointe Asset Management mainly provides investment advice to individual investors.

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Belpointe Asset Management LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.

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.