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

Join your local host at Meating Street Seafood and Steakhouse on Wednesday, February 19 or Tuesday, February 25 at 6:30 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

Meating Street Seafood and Steakhouse
10553 SW Meeting Street, Port St. Lucie, FL 34987

Date & Time

– Wednesday, February 19 at 6:30 p.m.

– Tuesday, February 25 at 6:30 p.m.

What's on the menu?​

Your choice of entrée between Chicken Marsala, Scottish Salmon, or Prime Rib.

Registration Closes In:

Days
Hours
Minutes
Seconds
PROTECT YOUR FINANCIAL FUTURE

Your Presenter

Mike Terrio CRPC, AAMS | President
Michael Terrio is the founder and President of The Terrio Group. Michael believes that communication and interaction with his clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their financial and retirement goals. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and legacy conservation.

Michael believes that at the nucleus of a successful retirement plan must be comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet both short and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for changing economic climate. Michael has been the keynote speaker for several informational events. He also speaks nationally for the armed forces at Yellow Ribbon Events. His goal is to help soldiers that are being deployed or returning from service to make sound financial decisions. He has been quoted in The Wall Street Journal and is often asked to share financial tips and advice at several local news stations. Michael enjoys spending time with his wife, Kaycee and their boys — Cash and Brady.

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?

Your choice of entrée between Chicken Marsala, Scottish Salmon, or Prime Rib.

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

Investment advisory services offered through duly registered individuals on behalf of Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments, The Terrio Group, and Your Retirement Reality are unaffiliated entities. Licensed Insurance Professional.

Investment advisory services offered through Motiv8 Investments LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance

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.