Complimentary Dinner at Cattlemens | Rancho Cordova

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 Steak, Chicken, Salmon or Vegetarian Pasta entrée.

Event Details

Cattlemens | Rancho Cordova
12409 Folsom Blvd
Rancho Cordova, CA 95742

Dinner Options:

– Tuesday, April 16 at 6:00 p.m.

– Wednesday, April 17 at 6:00 p.m.

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

Preparing for retirement has never seemed so challenging. Join your local host, Jim Kersey, CLU, ChFC, RHU, REBC, for a complimentary meal and enlightening presentation at Cattlemens | Rancho Cordova. 

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:

  • Ways to help protect your IRA, 401(k), 403(b) and investment accounts from taxes, inflation and market volatility.
  • How the Tax Reform and other legislative changes may impact your taxes and Social Security.
  • How to navigate retirement pitfalls in today’s volatile economy.
  • Strategies for income preservation tailored to your financial situation.
  • Options for your 401(k) or Employer Sponsored Plan funds, and when to consider rolling to an IRA.
  • And much more.

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
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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!

Yes, I Want To Attend

Meet Your Host

James D. Kersey, CLU, ChFC, RHU, REBC, Lighthouse Financial & Tax
Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 40 years. Jim holds four designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefit Consultant (REBC). He also holds the series 6, 63 & 65 registrations, which allows him to actively manage his clients’ assets.

As a fiduciary, he prides himself on his integrity with clients, his company, and his employees. He is highly educated in finance, estate, retirement, and tax planning, and has been featured on the KFBK radio station, local newspapers, and on the web for financial advising.

Jim has been married to his sweetheart Carri since 1988. Together, they have five children and four grandchildren. Jim is deeply involved in the community, where he serves as a Boy Scouts of America Scout Master and enjoys vacationing, the outdoors, and spending time with his loved ones.

CA Insurance License #0590787
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© 2024 Taxes Declassified | Privacy Policy

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 a Registered Investment Adviser. Lighthouse Financial & Tax and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.

2204 Plaza Drive #100
Rocklin, CA 95765
(916) 677-6677

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.