Paw Paw, MI | Taxes & Retirement Dinner | July 2024 | ARE-16601

Complimentary Dinner at Paw Paw Brewing Company in Paw Paw, MI

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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Your choice of any of Paw Paw Brewing Company’s fine selection of entrées.

Event Details

Paw Paw Brewing Company
780 South Gremps Street
Paw Paw, MI 49079

Dinner Options:

– Wednesday, July 31 at 6:00 p.m.

– Thursday, August 1 at 6:00 p.m.

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

Event Details

Paw Paw Brewing Company
780 South Gremps Street
Paw Paw, MI 49079

Dinner Options:

– Wednesday, July 31 at 6:00 p.m.

– Thursday, August 1 at 6:00 p.m.

MENU
Your choice of any of Paw Paw Brewing Company’s fine selection of entrées.

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 delicious meal and enlightening presentation at Paw Paw Brewing Company. 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 2024¹.
Why taxes can 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 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!

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 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!

Meet Your Host

Sarah Saum | Wealth Manager | Candor Wealth Strategies

Sarah Saum’s work in the financial industry has spanned over 15 years. During her tenure she has worked with clients from coast to coast of every demographic. However, she concentrates her focus on the Midwest region, mainly her hometown of Kalamazoo as well as Grand Rapids, Michigan. Also spending time in Chicago and the surrounding suburbs in Illinois where she grew up. With a combined focus of understanding both clients’ long and short-term goals she can create and execute a plan that includes proper financial planning, tax minimization planning and legacy planning.

Through her extensive experience, Sarah has developed a knack for making the financial planning experience one that does not have to be an intimidating experience. She excels in conveying understandable information to her clients, and prides herself on clarity and client understanding while working hard to exceed client expectations. This approach ultimately guides clients by providing the necessary tools to make informed decisions and work together on their financial path to success. Sarah does not take her fiduciary responsibility lightly and is committed to providing the highest level of service to clients through solid morals and ethics that focus solely on clients’ wellbeing.

One of Sarah’s many passions in the financial industry is advocating for and making sure women have a voice and understand their financial situation and goals. This way no matter what life throws at them they are prepared and have a dedicated advisor to lean on for assistance. Too many times she has seen women lose a partner and not know how to proceed in regard to their financial wellness. This sometimes leads to women being misled or taken advantage of. When we help inform ahead of time, then there are less questions and concerns at the time of need.

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

Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Candor Wealth Strategies and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.

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.