Complimentary Dinner at Ruth's Chris Steak House in Roseville, CA

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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Event Details

Ruth’s Chris Steak House
1185 Galleria Blvd Suite P-120
Roseville, CA 95678

Dinner Options:

– Tuesday, April 9 at 6:00 p.m.

– Thursday, April 11 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 us for a complimentary meal and enlightening presentation at Ruth’s Chris Steak House. 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:

  • What’s changing for taxes and Social Security in 2024¹.
  • The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • 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!

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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 Hosts

Britanie & Collin Page | Owners of Page Financial Group

Britanie and Collin Page are the proud owners of Page Financial Group, serving the greater Sacramento area. Their mission is to navigate their clients toward a serene and fulfilling retirement journey. Rooted in the core values of Stability, Empathy, and Integrity, Page Financial Group stands as a testament to the couple’s belief in making thoughtful, client-centered decisions aimed at achieving retirement bliss.

With a decade’s worth of expertise, Britanie has become a beacon of hope for dozens navigating the often-turbulent seas of retirement planning. Her approach is deeply personal; she delves into understanding each client’s unique set of aspirations, needs, and dreams to sculpt retirement strategies that are not only customized but also resonate on a personal level. Britanie’s academic background and professional journey equip her with the tools to alleviate the common fears and uncertainties faced by retirees, ensuring a smooth transition into this new chapter of their lives.

Collin, with his rich background in agriculture and banking and a master’s degree in Agricultural Business from the University of Kansas, brings a unique perspective to the table. His profound understanding of financial sustainability and economic principles, combined with a genuine passion for making complex concepts accessible, empowers clients to confidently stride towards their retirement goals. Collin’s approachable demeanor and dedication to service simplifies the retirement planning process, making it an enlightening experience for all involved.

Beyond their professional lives, Britanie, Collin, and their son Reid are all about family, nature, and community. Whether it’s gardening, camping, exploring new destinations, or serving in their local church congregation, the Pages cherish their time together and the lessons learned from serving missions abroad—Britanie in South Korea and Collin in Paraguay. These experiences have deeply ingrained the importance of service and hard work in them, values that shine through in their dedication to helping others achieve their retirement dreams.

Britanie Page CA License #0K71579

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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

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.