Complimentary Dinner at The Wine Barrel in Parker, CO

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

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

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Enjoy a Four-Course Wine Tasting with amazingly paired wines, cheeses, and appetizers.

Event Details

The Wine Barrel
11495 S Twenty Mile Rd
Parker, CO 80134

Dinner Options:

– Monday, December 9 at 6:00 p.m.

– Tuesday, December 10 at 6:00 p.m.

RSVP NOW!

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Event Details

The Wine Barrel
11495 S Twenty Mile Rd
Parker, CO 80134

Dinner Options:

– Monday, December 9 at 6:00 p.m.

– Tuesday, December 10 at 6:00 p.m.

MENU
Enjoy a Four-Course Wine Tasting with amazingly paired wines, cheeses, and appetizers.

RSVP NOW!

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Wine Barrel. 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:

  • The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • What’s changing for taxes and Social Security in 2025¹.
  • 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 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 changes go into effect.
  • Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help minimize taxes on your benefits.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement and 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!

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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 laws² and how they may impact your retirement income³.
  • 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 to create a customized retirement income & tax minimization strategy.

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

Yes, I Want To Attend

Meet Your Host

Annie Cherskov | Annuity Annie

My name is Annie and I specialize in retirement income strategies. I focus on 3 pillars of Retirement Income: Growth, Stability, and Control. I also manage your liability risks where I define and help reduce the risks inside your portfolio, such as volatility risk, inflation, and TAXES. I am an insurance-only professional because of the guarantees, safe growth potential, and tax code gifts offered to us in certain insurance products.

I am a 9 year industry vet and most of my career has been spent coaching  advisors how to implement annuities and life insurance into their practices. I have seen annuities grow and change throughout the years through various interest rate environments and stock market cycles. I am familiar with Fixed Indexed Annuities released since 2014 and some of my job is optimizing older, low-performing annuities by refinancing them. If you have an old annuity, it makes sense to check and see if there are better rates available to you or more money on the table.

When I am not talking about retirement income strategies, I am doing a different kind of mentoring… I am a coach for the Olympic sport of Saber Fencing! I live in Denver with my boyfriend Robert and our fur kids, Bean and Cheddar. I am originally from Florida and a hardcore football fan (Go Gators!). I also love to travel, read, and do the occasional whiskey tasting.

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¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html 

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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.