St, Port St. Lucie Taxes & Retirement September 2024 ARE-16811

Complimentary Lunch at Meating Street Seafood & Steakhouse in Port St. Lucie, FL

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 entree between: Chicken Marsala/Piccata, Scottish Salmon, Rigatoni Boscaiola, or a MS Smash Burger

Event Details

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

Lunch Options:

– Tuesday, September 24 at 11:30 a.m.

– Wednesday, September 25 at 11:30 a.m.

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

Event Details

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

Lunch Options:

– Tuesday, September 24 at 11:30 a.m.

– Wednesday, September 25 at 11:30 a.m.

MENU
Your choice of entree between:

Chicken Marsala/Piccata, Scottish Salmon, Rigatoni Boscaiola, or a MS Smash Burger

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 Meating Street Seafood & Steakhouse. 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 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.
The importance of a holistic financial plan that covers taxation, social security and long-term health expenses
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

Mike Terrio CRPC, AAMS, Registered Investment Advisor | 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.

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

Investment advisory services offered through duly registered individuals on behalf of Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and The Terrio Group 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

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.