Complimentary Workshop at Nampa Public Library in Nampa, ID

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

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

Event Details

Nampa Public Library
215 12th Ave. S
Nampa, ID 83651

Workshop Options:

– Tuesday, October 4 at 5:30 p.m.

– Wednesday, October 5 at 5:30 p.m.

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 Nampa 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!

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.

© 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

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.