Russellville Taxes & Retirement May 2026 ARE-20482

Informational Seminar at Arkansas Tech University in Russellville, AR

Minimizing Taxes in Retirement

What Retirees Need to Know About Roth Conversions, IRMAA, and the Potential Cost of Doing Nothing

Event Details

Arkansas Tech University
105 West O St
Russellville, AR 72801

Event Options:

– Thursday, May 28 at 6:30 p.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Arkansas Tech University. 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 new and changing for taxes and Social Security in 2026.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may disrupt your retirement plans and how you may be able to avoid them.
And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. 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!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

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 help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
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 you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Lucas Cox, CFP®, CKA®, RICP®, NSSA®, Managing Member at The Lighthouse Planning Company

Lucas holds a true desire to understand the client and help them meet their needs. His expertise is designing and thinking outside of the box when it comes to client retirement and financial strategies.

Honest and caring, Lucas makes it a priority to always put clients’ needs first, driven by his inclination to live out his potential of helping others. As a CFP® professional, he feels most proud when he receives a compliment from one of his clients because he knows he’s done his best taking unclear scenarios and shedding a light on them, giving them confidence in their financial futures.

Lucas enjoys getting to know his clients and is a true believer that their needs come first, and that products are just the tools to get them there, not the focus of the strategy conversation.

He earned his bachelor’s in public relations from the University of Central Arkansas and holds his Series 66 securities license in multiple states. Lucas is also licensed in life, health, property, and casualty insurance.

Outside of the office, you can find Lucas serving at his church, running and spending time with his wife and children.

Presented by Lucas Cox, CFP®, CKA®, RICP®, NSSA®. Presented by Lucas Cox. Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. The Lighthouse Planning Company, The Lighthouse Insurance Company, Lighthouse Planning Partners, CreativeOne Wealth, LLC, and Taxes Declassified are not affiliated. Arkansas State License Number: 17267948
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

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. 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.