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Complimentary Workshop at Missouri Innovation Campus in Lee’s Summit, MO

The Rising-Tax Risk in Retirement

Optimizing Your Tax Strategy to Reduce Your Risk of Taxation in Retirement​

Event Details

Missouri Innovation Campus
1101 Innovation Parkway, Lee’s Summit, MO 64086

Event Options:

– Tuesday, March 14 at 6:30 p.m.

– Wednesday, March 15 at 6:30 p.m.

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Join us for a special presentation at Missouri Innovation Campus while we discuss the following important topics for those in or nearing retirement:

  • What’s changing for taxes and Social Security in 2023².
  • 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 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.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help minimize taxes on your benefits.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

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

REGISTRATION CLOSES IN:

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Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable 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.

Cropped shot of a senior couple sitting together and going over their financial documents together in their home

FEATURED PRESENTER:

Anthony Lawrence
President & Founder | Wealth Insight LLC
Anthony Lawrence is a Kansas City native who began his career in financial services with MetLife in 2002. After spending five years being mentored by some of the most knowledgeable financial planners in the industry, Anthony made the decision to go independent where he continued working with individuals and small business owners.

His area of focus is structuring life insurance policies and sharing knowledge with clients on topics such as retirement income planning, insurance and annuities. He has trained financial advisors all over the country in how to use live insurance as a cash flow tool. A life-long learner, he is committed to educating himself on industry innovations.

Anthony learned the importance of life insurance as young adult when his father passed away without a policy in place to help support his mother and younger siblings. This personal hardship drove Anthony to want to help other people understand the importance of having insurance so their loved ones do not struggle when unexpected life events occur.

In his spare time, Anthony enjoys spending time with his three children and attending church. He is an avid bowler, disc golfer, Chiefs and Royals fan, and loves trying different restaurants in the Kansas City area.
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© 2023 Taxes Declassified | Privacy Policy

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

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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.