Taxes DeclassifiedIf you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:
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– Tuesday, November 1 at 7:00 p.m. PDT
– Thursday, November 3 at 7:00 p.m. PDT
Professional Insight
Live instruction from knowledgeable 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.
All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement tax plan.
A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.
Diane Brewer, Registered Financial Consultant® (Wealth Lifestyle Planner), has been in the financial services industry for 30 years. In 1995, she established her own financial advisory practice, Abundance Asset Management Group. Her strategic partners and staff take pride and passion in helping others with their financial goals. Diane’s goal is to help others connect the dots and provide them with the tools to make sound financial decisions through product information, innovative tax minimization strategies and concepts. She provides financial planning and investments, as well as all types of insurance and legacy planning services. Diane provided research and reported on “Key to Wall Street,” KEYT 3 TV Santa Barbara, CA, subsidiary of ABC. She has also provided radio and TV interviews as well as conducted many financial informational workshops and served on the Advisory Board for the largest farm owner insurance provider in California.
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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
* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766
Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Abundance Asset Management Group, Inc. are independent of each other.
Diane Brewer and/or Abundance Asset Management Group, Inc. are not affiliated with or endorsed by the Social Security Administration or any other government agency. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.
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.
