Complimentary Event at Sandy Library in Sandy, UT

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Event Details

Sandy Library
10100 S Petunia Way
Sandy, UT 84092

Event Options:

đź“… Tuesday, September 5 at 6:30 p.m.

📅 Thursday, September 7 at 6:30 p.m.

Limited Seating. No Charge To Attend.

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

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Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Sandy Library. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

  • What’s changed for taxes and Social Security in 2023,² and what to expect in 2024.
  • 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 derail your retirement plans and how you may be able to avoid them.
  • 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.

If you have an IRA, 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 lawsÂł 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

Trevor Phibbs, Founder & CEO of Phibbs Financial
My name is Trevor Phibbs, and I’m the founder of Phibbs Financial, a full-service retirement planning firm acting with fiduciary standards. Our clients worked and sacrificed for years to get the opportunity to retire. Our job is helping them obtain financial freedom to enjoy the things that are most important to them; to encourage them to live their lives to fullest knowing we’ll be there for them. We combine both growth and protected money strategies alongside tax minimization planning strategies, healthcare planning, and legacy planning strategies to help you take a deep breath, relax, and enjoy life knowing your retirement is protected no matter what life has in store.

© 2023 Taxes Declassified | Privacy Policy

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

² https://www.ssa.gov/cola/

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

Investment advisory services offered through Phibbs Financial Services LLC (“Phibbs Financial”), a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through its affiliate, Phibbs Insurance Services LLC, in all appropriate jurisdictions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

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.

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