Taxes DeclassifiedCOVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.
Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Event Details
Ryleigh’s Oyster
22 W Padonia Rd, Lutherville-Timonium, MD 21093
Event Options:
– Ryleigh’s Oyster on March 8 at 6:00 p.m.
– Ryleigh’s Oyster on March 9 at 6:00 p.m.
Join us for a complimentary meal and special presentation at Ryleigh’s Oyster while we discuss important topics for those in or nearing retirement.
Here’s what we’ll cover:
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
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.
Duncan is a highly motivated financial professional whose passion to guide people through the transition from employment to retirement drives him to work hard for his clients. He has the experience to help you navigate through the Big Questions of life, including how and when to retire in the first place!
Duncan will work with you to customize strategies leading to a stable and comfortable retirement. He will use proven systems designed to shield your hard-earned assets against the risks of exposure to market risk and taxation, without sacrificing the opportunity for substantial growth.
The idea of retirement is to stop working—and never need to go back! Duncan can bring the same tools used by institutional investors to families, individuals, and business owners to help ensure financial stability for the post-working years. He’ll help you create the future you want—with plenty of money to enjoy it to the fullest!
© 2022 Taxes Declassified | Privacy Policy
¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7
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.
