Important Webinar for NC Residents
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Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

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

  • What’s new and changing for taxes and Social Security in 2024.²
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Effective, affordable long-term care options to help you preserve more of your retirement income.
  • 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.
  • 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.

Webinar Dates & Times

– Tuesday, January 16 at 6:00 p.m. EST

– Wednesday, January 17 at 12:00 p.m. EST

– Thursday, January 18 at 6:00 p.m. EST

REGISTRATION CLOSES IN:

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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:

Beck Smith
The Financial Education Parnership
Beck Smith is an educator with the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country.

Originally a Texas native, Beck attended the University of North Carolina at Wilmington in 2002 and hasn’t left the coast since. After graduating in 2006 with a degree in Finance from the Cameron School of Business, it didn’t take long to find a career in insurance and financial services. Working with one of the leading independent firms in Eastern North Carolina, Beck most enjoys the relationships he develops with his clients across various professions.

Beck stays involved in the local community, volunteering with the North Carolina Azalea Festival where he currently serves as Vice President of the board. He is the President of the Coastal chapter of the North Carolina Association of Health Underwriters and a past chairman of the local Public Transportation Authority, as well as a past Vice Chairman of the North Carolina Battleship Commission. When not in the office or staying involved with his children’s school activities, Beck is sure to be outdoors as an avid fisherman, diver, and spear fisherman, but can most often be found pulled up to the beach with his family.
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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.