Complimentary Dinner at Marina Jack in Sarasota, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Marina Jack
2 Marina Plaza
Sarasota, FL 34236

Dinner Options:

– Monday, September 18 at 6:00 p.m.

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

MENU

A choice between Filet mignonette or a Roasted Salmon entrée.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Marina Jack. 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 for taxes and Social Security in 2023².
  • 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 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.

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 laws³ and how they may impact your retirement income¹.
  • 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

Robby Spillman | My Freedom Wealth
Robby Spillman started in the Financial Services Industry in 1998. Working as a Branch Manager for Nationsbank and Bank of America, Robby learned firsthand the challenges that retirees face. The days of putting all your assets in CD’s and living off the interest are long gone. In today’s challenging economy, it is more important than ever to have protection strategies.



Having worked for some of the biggest names in the financial world, Robby found that bigger is not always better. Building retirement plans is most effective in the context of relationships. Freedom Wealth was started to give retirees a resource where they could get all of their answers in one place. If we can’t help you, we know how to connect you with those that can.



One of the lessons that Robby learned early on is that people don’t care how much you know, until they know how much you care. We are not trying to be all things to all people, our goal is to provide the best service, and comprehensive care to the clients we choose to partner with.
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© 2023 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

Licensed Insurance Professional.

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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with the Social Security Administration or any other government agency. 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.