Complimentary Workshop at Monson Free Public Library in Monson, MA

Optimizing Your Tax Strategy & Gain Control of Your Taxes in Retirement

Keep More of Your Hard-Earned Money in Retirement

This event is not sponsored or affiliated with the Monson Free Public Library.

Event Details

Monson Free Public Library
2 High St.
Monson, MA 01057

Workshop Options:

 

– Wednesday, September 21 at 2:00 p.m.

 

RSVP NOW!

Seating is limited. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Monson Free Public Library. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

  • What’s changing for taxes and Social Security in 2022².
  • 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.

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 workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Yes, I Want To Attend

Meet Your Host

Greg Lavelle, MBA, Founder | Retirement Advisers
The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement roadmaps.

With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to ensure they have a stable, reliable retirement. His comprehensive and process-driven system for wealth accumulation and tax planning allows him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement planning, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.

Outside of work, you can find Greg spending time with his family, running or biking.
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© 2022 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

²https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated.
Greg Lavelle
195 Park Ave.
Worcester, MA 01609

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.