O’Fallon, IL | Taxes & Retirement Dinner | June 2023

Complimentary Dinner at Bella Milano in O'Fallon, IL

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Bella Milano
455 Regency Park
O’Fallon, IL 62269

Dinner Options:

– Thursday, June 8 at 6:00 p.m.

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

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Bella Milano. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2023².
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 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.
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

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 manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income¹.
How 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 to create a customized retirement income & tax minimization strategy.

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

Meet Your Host

Zachary Buettner, President of Buettner Retirement Strategies

Zach Buettner is a Licensed Insurance Professional and has been dedicated to serving the retirement income needs of his clients since 2015. He creates customized strategies to help create a retirement income stream, plan for taxes and legacy issues, as well as review Medicare and Social Security options. Offering personalized service in an honest, thorough and caring way, he prides himself on leaving no stone unturned when designing each client plan. He does his best to simplify the complex to create a sense of ease so that clients feel comfortable in moving into the retirement phase of life.

Drawing inspiration from his father and grandfather, Zach grew up watching the two entrepreneurial men make a difference by providing needed services and helping others in the community. “When families are financially protected, happiness increases, which leads to being better neighbors and ultimately strengthens the overall community,” said Zach. “Through my business, I want to help strengthen my community, one family at a time.”

Buettner believes it’s more important than ever for Americans to take a good look at their plan for retirement. “Americans are facing issues with their wealth every single day, whether it be inflation, taxes, fear about retiring comfortably, needing long-term care, etc. Many investment firms only focus on growing your assets. Few focus on providing income, protecting your principle or lowering your tax burden. And even fewer yet do all three of those together,” said Zach.

When Zach is not work, he enjoys spending time with his wife Hillary and daughter Briar. He coaches 7th grade Junior high basketball, plays golf, hunts and loves to try new restaurants in the St Louis area. Zach is also a graduate of Missouri State University, where he studied finance.

IL License #6490024

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

²https://www.ssa.gov/cola/

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 CreativeOne Wealth, LLC an Investment Adviser. Buettner Retirement Strategies and CreativeOne Wealth, LLC are not affiliated.

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.