You're invited!

Controlling Taxes in Retirement: Strategies to Help Protect and Grow Your Wealth

Join your local host at South City Kitchen Vinings on Tuesday, April 22 at 6:00 p.m. for a complimentary dinner and timely, informative tax minimization and retirement income planning seminar. During this event, we’ll discuss:

  • The Importance of Tax Minimization Planning in Retirement: How a tax strategy could help maximize your retirement income.
  • Common Tax Risks in Retirement: Identifying challenges such as taxable income reliance, RMDs, and Social Security taxes.
  • Tax Diversification Strategies: Exploring the "Three Tax Buckets" to help balance taxable, tax-deferred, and tax-free accounts.
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Seating is limited. This is a no-cost, no-obligation event.

Join the thousands who have attended Taxes Declassified's nationwide events and walk away with newfound confidence and actionable retirement strategies.*

Event Details

Location

South City Kitchen Vinings
1675 Cumberland Pkwy SE, Smyrna, GA 30080

Date & Time

– Tuesday, April 22 at 6:00 p.m.

What's on the menu?

A three-course meal featuring Fried Green Tomatoes, Pulled Pork, Pimento Cheese, and your choice of a green salad or Old Charleston She-Crab Soup to start, followed by a selection of the Springer Mountain Farms Fried Chicken, Shrimp and Marsh Hen Mills Grits, Smokey Pork Chop, Carolina Trout, Vegetarian Gumbo, or Quinoa Succotash for the main course, and finishing with the Banana Pudding Trifle for dessert. Wine will also be served (limited to 2 drinks per attendee).

Registration Closes In:

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There's no better time to reevaluate your tax minimization and retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:

  • Roth IRA Conversions: Benefits and potential consequences of converting to a Roth IRA.
  • Managing Required Minimum Distributions (RMDs): Strategies to potentially reduce taxes on mandatory withdrawals.
  • Impact of Stealth Taxes: Costs like capital gains, inheritance, and state taxes that can affect retirement.
  • Inflation: Strategies to help protect purchasing power against rising costs.
  • Leveraging Tax Deferral: Ways to help maximize investments with tax-deferral benefits.
  • Using Life Insurance for Tax Efficiency: Opportunities to provide protection for beneficiaries and receive tax-free income in retirement.
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Why Attend?

01

Preparedness

People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.

02

Preservation

Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.

03

Confidence

Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.

Protect your financial future.

Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…

Tax-Efficient Retirement
Income

Discover ways to help reduce your tax burden and keep more of your hard-earned money.

Investment Strategies for Volatile Markets

Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.

Proactive Social Security Strategies

Learn ways to help maximize your benefits and ensure you get the most out of your contributions.

Longevity & Legacy
Planning

Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.

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Your Presenter

Mark Fricks, RFC®, ChFEBC℠, National Social Security Advisor Certificate Holder | Co-Founder & Investment Advisor Representative
As Co-Founder and Investment Advisor Representative of MasterPlan Retirement Consultants, Mark prides himself on providing clients the tools to help with planning and execution of retirement strategies. With over 25 years in the Financial Services field, Mark concentrates on helping clients strategically navigate their retirement income, while taking steps to help consider possible future risks and that lifetime income strategies have been reviewed and implemented where appropriate.

As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.

Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues including federal benefits packages.

Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions. Mark is happy to perform a no-cost analysis that provides an accurate snapshot of their current and future benefits. He is knowledgeable and can answer their pre- and post-retirement questions, always explaining the various options available that could improve their income.

Mark has 3 adult children, 4 grandsons and 2 granddaughters. He is an ordained elder and is involved in international mission work.

Frequently Asked Questions

What is Taxes Declassified?

Taxes Declassified is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.

Who is this event for?

Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.

What’s on the menu?

A three-course meal featuring Fried Green Tomatoes, Pulled Pork, Pimento Cheese, and your choice of a green salad or Old Charleston She-Crab Soup to start, followed by a selection of the Springer Mountain Farms Fried Chicken, Shrimp and Marsh Hen Mills Grits, Smokey Pork Chop, Carolina Trout, Vegetarian Gumbo, or Quinoa Succotash for the main course, and finishing with the Banana Pudding Trifle for dessert. Wine will also be served (limited to 2 drinks per attendee).

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!

© 2025 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

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies. MasterPlan Retirement Consultants, Inc. and Your Retirement Reality are unaffiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. Licensed Insurance Professional.

*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. 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.