Lincoln, NE | TAX Seminar | July 2024 | ARE-16446

No-Cost Event at Loren C. Eiseley Branch Library in Lincoln, NE

Optimizing Your Tax Strategy & Surviving Market Volatility

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

*This event is not sponsored by or affiliated with the Lincoln City Libraries System.

Event Details

Loren C. Eiseley Branch Library
1530 Superior Street,
Lincoln, NE 68521

Event Option:

– July 30 at 6:30 p.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 at the Loren C. Eiseley Branch Library. 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 2024.²
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!

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.

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

Dave Buchanan, Trinity Financial Group

Dave Buchanan is a wealth advisor at Trinity Financial Group with more than two decades of experience. Dave provides comprehensive financial planning as well as investment management. He holds his Series 65 Securities License and is an Ed Slott Elite Advisor. Dave is also an educator with the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, and serves his community frequently with informational workshops on a variety of topics.

Dave served 6 years in the US Army as a communication specialist prior to graduating from the University of Nebraska with a bachelor’s in Business. After completing his education, he worked for Merrill Lynch until 2002 when he decided to go independent to better serve his clients.

Dave acts as a fiduciary and does what is in the best interests of his clients. His goal is to help inform and empower you to navigate today’s complex financial world. Dave understands that everyone’s situation is unique and has partnerships with estate planning and tax professionals to provide strategies for wealth accumulation and protection.

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

Investment advisory services offered through duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Trinity Financial Group are unaffiliated entities. 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.