Controlling Taxes in Retirement: Strategies to Help Protect and Grow Your Wealth

Join your local host at Parker Garage on Tuesday, February 25 or Wednesday, February 26 at 6:00 p.m. for a complimentary dinner and timely and informative tax minimization and retirement planning seminar. During this event, we’ll discuss:

  • The Importance of Tax Minimization Planning in Retirement: How a tax strategy could help maximize your retirement income.
  • Common Tax Risks in Retirement: Identifying challenges such as taxable income reliance, RMDs, and Social Security taxes.
  • Tax Diversification Strategies: Exploring the "Three Tax Buckets" to help balance taxable, tax-deferred, and tax-free accounts.
PROTECT YOUR FINANCIAL FUTURE

Seating is limited. This is a no-cost, no-obligation event.

Join the thousands who have attended Taxes Declassified's nationwide events and walk away with newfound confidence and actionable retirement strategies.

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Event Details

Location

Parker Garage
19420 Main Street, Parker, CO 80138

Date & Time

– Tuesday, February 25 at 6:00 p.m.

– Wednesday, February 26 at 6:00 p.m.

What's on the menu?​

You will have a delicious choice of entrees: Lemon Garlic Pasta, Steak Frites Au Poivre *GF or Sumac Chicken

Registration Closes In:

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PROTECT YOUR FINANCIAL FUTURE

Your Presenter

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.

There's no better time to reevaluate your tax minimization and retirement plan to help ensure you won't outlive your money. At this seminar, we'll discuss:

  • Roth IRA Conversions: Benefits and potential consequences of converting to a Roth IRA.
  • Managing Required Minimum Distributions (RMDs): Strategies to potentially reduce taxes on mandatory withdrawals.
  • Impact of Stealth Taxes: Costs like capital gains, inheritance, and state taxes that can affect retirement.
  • Inflation: Strategies to help protect purchasing power against rising costs.
  • Leveraging Tax Deferral: Ways to help maximize investments with tax-deferral benefits.
  • Using Life Insurance for Tax Efficiency: Opportunities to provide protection for beneficiaries and receive tax-free income in retirement.
PROTECT YOUR FINANCIAL FUTURE

Why Attend?

01

Preparedness

People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.

02

Preservation

Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.

03

Confidence

Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.

Protect your financial future.

Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…

Tax-Efficient Retirement
Income

Discover ways to help reduce your tax burden and keep more of your hard-earned money.

Investment Strategies for
Volatile Markets

Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.

Proactive Social Security Strategies

Learn ways to help maximize your benefits and ensure you get the most out of your contributions.

Longevity & Legacy
Planning

Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.

PROTECT YOUR FINANCIAL FUTURE

Frequently Asked Questions

Who is presenting?

Taxes Declassified is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.

Who is this event for?

Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.

What’s on the menu?

You will have a delicious choice of entrees: Lemon Garlic Pasta, Steak Frites Au Poivre *GF or Sumac Chicken

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

© 2025 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

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.

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.