Taxes DeclassifiedTaxes Declassified Join us for a complimentary, gourmet dinner and eye-opening retirement discussion. You’ll discover ways to help reduce taxes on your retirement income, avoid IRS surprises, and learn strategies designed to help you keep more of what you’ve saved.
Get the answers to your biggest questions—and walk away with clarity, confidence, and the information you need to help create a strategy that’s built for today’s tax laws.
Secure your spot and learn how to help preserve what you’ve earned. Complimentary dinner included. No cost. No pressure. Just clear answers.
– Tuesday, August 19 at 6:30 p.m.
– Thursday, August 21 at 6:30 p.m.
Tommy’s Seafood Restaurant & Oyster Bar
2555 Bay Area Blvd, Houston, TX 77058
Ways to Help Pay Less in Retirement Taxes
Explore forward-looking strategies like Roth conversions, tax bracket management, and smart withdrawal sequencing.RMD Traps & Roth Opportunities
Learn how RMDs can increase your tax burden — and how Roth conversions may help reduce future required withdrawals.Timing Is Everything
Understand how to structure your income and withdrawals to help reduce taxes while taking steps to optimize Social Security benefits.How Many Retirement Plans Miss the Mark
Traditional investment strategies often ignore tax impact. Discover how today’s retirees are updating their plans to adapt.Keep More of What You’ve Earned
Strategies to help you preserve your nest egg, reduce taxes across accounts, and improve long-term income efficiency.Create a Legacy, Not a Liability
See how tax-smart estate planning can help you leave more to your family — and less to the IRS.
You worked hard to build your savings — but retirement isn’t just about what you’ve earned, it’s about what you keep. With rising tax pressure and changing laws, many retirees unknowingly lose income to poor withdrawal timing and outdated strategies.
This dinner event helps you uncover what’s at risk — and gives you proactive ways to take control.
There's no better time to help reduce your tax exposure and create a more strategic income plan for retirement.
Preparedness
Many retirees don’t have a clear strategy for managing taxes once they stop working. This event shows you where to start.
Preservation
Taxes can be one of your biggest expenses in retirement. Learn ways to help reduce the impact and preserve your hard-earned savings.
Confidence
Understand your options and leave with clarity — no more guessing, no more “I wish I’d known this sooner.”
What’s your plan for reducing taxes on your income in retirement? How will RMDs, Social Security, and rising tax brackets affect you?
Many retirees don’t realize that one of their greatest expenses in retirement could be taxes — until it’s too late. This seminar will help you uncover missed opportunities and show you ways to plan more effectively for the long run.
How to Time Withdrawals Strategically
Learn strategies designed to help you avoid unnecessary taxes by aligning distributions with tax brackets and Medicare thresholds.
When Roth Conversions Make Sense
Learn how converting today could help reduce RMDs and taxable income tomorrow.
How to Avoid Overpaying the IRS on Your 401(k)
Most pre-tax retirement plans are future tax bills. Learn ways to help manage and reduce this potential burden.
Estate & Legacy Tax Efficiency
Help protect your heirs by reducing taxes on what you pass down.
Justin is a Certified Financial Planner™ professional with over a decade of experience helping his clients navigate their financial lives. Since 2014, he has provided tailored financial advice to families and businesses. He believes that financial planning is about what money can do for you, your family, and your future. This belief drives him to help his clients achieve their financial success. His areas of expertise include retirement income, tax minimization, insurance, and legacy planning as well as managing client investments.
Justin is a devoted husband and father of three. As a fifth generation Texan, he and his family love road tripping around the Lone Star State. He enjoys volunteering and coaching his sons’ baseball teams, underlining his dedication to community service and personal growth.
Justin’s approach to financial planning is deeply informed by his values of commitment, integrity, and empathy. He always acts in his clients’ best interests and provides a holistic, personalized financial roadmap.
“I help people uncover opportunities to save on taxes in retirement. With the right adjustments, you may be able to keep more of your income and worry less about the future. That’s why we host these events — to give you clarity, not confusion.”
What is Taxes Declassified?
Taxes Declassified is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you determine the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more applicable to your unique financial situation.
Why are you hosting this event?
The information provided at these seminars is designed to help you better understand retirement planning strategies and potential risks. While the presenter may offer materials or share contact information, there is absolutely no obligation to schedule a meeting or purchase anything.
What’s on the menu?
A three-course meal featuring fresh-baked artisan bread with homemade pesto and Tommy’s House Salad, followed by your choice of entrée: Pecan and Parmesan Crusted Redfish, Grilled Beef Tenderloin Skewers, or Grilled Tuna Steak. For dessert, choose between Warm Bread Pudding or Homemade Cheesecake.
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Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. 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.