FAVORABLE TAX LAWS EXPIRE 2025*
No-Compromise Tax Strategies for a Changing Economy*
Attend this complimentary dinner to discover:
- Find out about the biggest tax reform in 30 years and what it means for you.**
- How to potentially create a tax-free income in retirement from your current 401(k)/403(b)/IRA.
- How IRAs in retirement can create critical tax pitfalls if not handled properly.
- Strategies to help you grow and protect your savings from market volatility in retirement.
- How you can identify and eliminate conflicts in your qualified accounts.
- How portfolio tax diversification can be critical to tax exposure.
- The “do’s and don’ts” of Roth conversions, and why they’re important to understand.***
- And more!
EVENT DETAILS
Thursday, February 27th at 11:30 a.m.
HopCat 10553 SW Meeting Street Port St. Lucie, FL 34987
This is an informational event. No specific products or companies will be discussed.
You Won't Want To Miss This Information-Packed Event!
Exclusive Offer
All attendees are eligible to receive a complimentary copy of the industry-changing book "The No-Compromise Retirement Plan" by Martin H. Ruby, FSA, with Foreword by Michael Terrio, and a complimentary analysis for your current savings strategy!
About Your Host
Michael Terrio, CRPC, AAMS President & Founder of the Terrio Group
The Terrio Group is an Independent Registered Investment Advisor, overseeing and coordinating finances in Port St. Lucie, Stuart and surrounding communities. Their mission is to provide families and businesses with innovative financial strategies, methods and planning. As Investment Advisors, The Terrio Group has a fiduciary duty to act in the best interests of their clients at all times. Michael Terrio is the founder and President of The Terrio Group. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. Michael believes that at the nucleus of a successful retirement plan must be comprehensive, cohesive financial strategy. Michael has been quoted in the Wall Street Journal, Fox Business, Daily Finance and other financial publications - and is a radio show host for his “Eight Elements of Financial Control.” Michael is actively involved with the Treasure Coast Boys and Girls Club, Castle and the Martin County Arts Council. He enjoys spending time with his wife, Kaycee, and is actively involved in Jiu Jitsu and soccer with their two sons. Michael Terrio has been featured on The Wall Street Journal, Fox Business and Daily Finance.
Copyright © 2020 Taxes Declassified | Privacy Policy
¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.msn.com/en-us/money/personalfinance/7-ways-your-taxes-will-change-in-2020/ar-BBVY3Ir
**https://www.bloomberg.com/news/articles/2017-12-20/what-the-largest-tax-overhaul-in-30-years-means-for-companies
***Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.
Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisor in the State of Florida. The information given at this event is based on current understanding of federal tax laws as they relate to life insurance annuities, IRAs or other matters and are subject to future changes. Specific situations will not be discussed. Seats are limited at this event. If an attorney, CPA or Financial professional attends, there could be an educational fee charged.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.