Important Webinar for CA Residents
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Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • What’s new and changing for taxes and Social Security in 2025.²
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • Immediate, actionable steps to help 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 changes³ go into effect.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • Social Security strategies to help minimize taxes on your benefits.
  • 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 Your Retirement Reality. 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!

Webinar Dates & Times

– Tuesday, May 13 at 7:00 p.m. PDT

– Thursday, May 15 at 7:00 p.m. PDT

– Saturday, May 17 at 11:00 a.m. PDT

REGISTRATION CLOSES IN:

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Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how you may be able to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

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FEATURED PRESENTER:

Mike Savarese
President & Founder | America's Retirement Advisory Group
Mike Savarese has devoted over 30 years of his professional life to helping his clients achieve their financial goals and enjoy a confident retirement. One area of Mike’s financial expertise includes helping retirees transition to the distribution phase of their investing lives. He offers practical strategies to help disperse retirement assets as tax-efficiently as possible, while ensuring a financial legacy for future generations.

Mike was also trained for 14 years as a Certified Ed Slott Master Elite IRA Advisor*. These members are dedicated to being leaders in the IRA industry with regular ongoing education, and are equipped with up-to-date tools and resources. Furthermore, Mike was a commentator for over 12 years on San Diego Radio airwaves, discussing market trends and advising callers how to navigate the pit-falls of the financial markets on Radio AM 1000, AM 1170 and AM 600.

CA License #0A08613 FL License #W813163
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© 2024 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

Mike Savarese offers Securities and Advisory Services through CreativeOne Securities, LLC. Member FINRA/SIPC and an investment advisor. America’s Advisory Group, Taxes Declassified, and CreativeOne Securities, LLC are not affiliated. Licensed insurance professional.

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).

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.