Greater Tampa, FL | IUL MTA Webinar | July 2024 | ARE-16641

Important Webinar For FL Baby Boomers

The Rising Tax Risk in Retirement

Learn ways to reduce the role of your "Silent Partner", the IRS, & Gain Control of Your Taxes In Retirement

It’s easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for webinar confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Webinar Dates & Times

– Tuesday, July 23 at 6:30 p.m. EDT

– Thursday, July 25 at 6:30 p.m. EDT

– Saturday, July 27 at 10:00 a.m. EDT

REGISTRATION CLOSES IN:

Days

Hours

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During this Virtual, Information-Packed Event, You Can Discover:

The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
Why taxes can 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 to lock-in historically low tax rates now, before taxes increase.
Strategies to help you avoid “401k and IRA tax pitfalls.”²
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
And MUCH more!

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

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

Exclusive Offer

Every webinar attendee will receive a complimentary copy of “The No-Compromise Retirement Plan.” It’s a leading book on creating tax-efficient retirement income that works for you – not the IRS. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.

FEATURED PRESENTER:

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 is also part of an exclusive organization 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.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.

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

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.