IMPORTANT TAXES IN RETIREMENT WORKSHOP FOR IDAHO BABY BOOMERS

Complimentary Dinner & Workshop at Fiesta Guadalajara in Nampa, ID

Optimizing Your Tax Strategy & Navigating Market Volatility

Strategies To Help Gain Control Of Your Taxes & Keep More of Your Hard-Earned Money in Retirement
fiesta fresh food

Event Details

Fiesta Guadalajara
1202 N Jacob Alcott Way
Nampa, ID 83687

Dinner Options:
Wednesday, May 18 at 6:30 p.m.

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Retirement has never been so challenging to prepare for. On top of economic and market uncertainty, many are unsure what the future may hold for taxes due to recent legislation and historic pandemic relief. Many experts say there’s nowhere to go but up*. Join us for a complimentary meal where we will discuss the following important topics:

Here’s what we’ll cover:

  • How Biden’s proposed tax laws* may impact your retirement income.
  • What’s changing for taxes and Social Security in 2021.
  • Why taxes can 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 to lock-in historically low tax rates now, before taxes increase.
  • Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
  • 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.
  • Strategies to help you avoid “401k and IRA tax pitfalls.” (3)
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • 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
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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 manage your tax exposure and help increase your retirement income.
  • Understanding tax laws and how they may impact your retirement income.
  • 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 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

Owen Tennyson, The Tennyson Group
Owen Tennyson is the founder of Idaho Brokerage House and the President of the Tennyson Group. Owen believes each client views the future differently and has different retirement income needs and goals. Communication is the key to not only unlocking the correct path to reaching those goals, but also to keeping the clients on the right path to obtain their desired future.

Owen believes that at the center of a successful retirement is a comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each client and everyone’s unique needs and visions of the future. Each of his clients is given watchful attention, monitoring their progress and adjusting, as necessary, for an always-changing economic climate.

Owen is currently working to help the children in Don Juan, Ecuador. Currently, with the assistance of a partner, he is working toward opening a non-profit in Ecuador to assist more children with education and needs. In his free time, Owen enjoys golfing and fishing with his kids, as well as camping, hunting, and hiking in the mountains.
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© 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 3 Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm.

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.