Important Webinar for MI Residents
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Optimizing Your Tax Strategy, Surviving Market Volatility & Keeping Your Online Accounts Protected from Cyber Security Threats

Gain Control of Your Taxes, Keep More of Your Hard-Earned Money in Retirement & Stay Secure Online

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • What’s new and changing for taxes and Social Security in 2024.²
  • Why taxes may 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 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.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • Social Security strategies to help minimize taxes on your benefits.
  • We’ll also cover cyber security advice like how to protect your online accounts, use effective security software and maintain your online privacy.

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.

Webinar Dates & Times

– Wednesday, January 31 at 6:00 p.m. CST

– Thursday, February 1 at 6:00 p.m. CST

REGISTRATION CLOSES IN:

Days
Hours
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Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial 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.

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FEATURED PRESENTER:

Heidi Hilton, MBA
Owner of Milestones Life Transitions
I offer holistic life planning services that includes finances and so much more. Why? Because life is multi-faceted, and I want your LIFE needs to be the main focus and your finances set up to support your life. How do we do this? It starts with open and honest conversation. I listen closely to your retirement and financial needs and then together, we plan and implement strategies to support your specific, long-term retirement goals.
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© 2024 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

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.