St. Cloud, MN | Taxes & Retirement Dinner | June 2022

Complimentary Dinner at Coyote Moon Grille in St. Cloud, MN

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Coyote Moon Grille
480 55th Ave SE
St. Cloud, MN 56304

Dinner Options:

– Coyote Moon Grille on June 15 at 6:00 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Coyote Moon Grille. 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:

How the expected passing of the SECURE Act 2.0 may impact your retirement income and tax plan.
What’s changing for taxes and Social Security in 2022.
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 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.

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

Minutes

Seconds

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 laws and how they may impact your retirement income.
How 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 strategy.

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

Exclusive Offer

Every attendee will receive a complimentary copy of the bestselling book, “Sowing the Seeds of Retirement.” This guide will help consumers understand the options available to preserve their retirement savings in order to enjoy a satisfying and comfortable harvest, doing the things you choose. Nyles believes when you’ve worked so hard, you want your money to last.

Meet Your Host

Nyles Gentz | President of Gentz Financial

Since 1980, Nyles has been helping individuals and families make better investment and insurance decisions that assist with the financial growth and preservation of their retirement savings.

As Founder of Gentz Financial, Nyles is committed to helping Minnesotans with their retirement income planning. He strives to build lifelong relationships with clients by asking questions and truly listening so he can understand each unique, individual situation.

Nyles is a popular and prominent public speaker. His informative seminars and insurance sales presentations have shown hundreds of area residents how to avoid unnecessary taxes on Social Security and IRAs/401(k)s, as well as how to protect and preserve their retirement savings, Nyles also hosts a weekly retirement-focused radio show in the St. Cloud area on KNSI 99.3 FM, “Planning for lifetime income with Gentz Financial Services.”

He is a member of The Better Business Bureau. Nyles has been involved in many organizations, including past Head Elder at St. John’s Lutheran Church in Buffalo, past President and board member of Let’s Go Fishing with Seniors Buffalo Chapter, and past board member of the Buffalo Hospital Foundation.

Nyles and his wife, Helane, are long-time residents of Buffalo and live on a hobby farm near Buffalo Lake. They have four children and seven grandchildren. In his free time, Nyles enjoys traveling, hunting, fishing, collecting John Deere memorabilia, and any other activity that allows him to spend more time with his family.

Wednesday mornings at 8 a.m. or catch the rebroadcast Saturdays at 2 p.m. & Sundays at 9 a.m.

Listen to Nyles speak LIVE regarding current retirement topics!

Thursday mornings at 10:30 a.m. or catch the rebroadcast Sundays at noon.

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services references here are independent of WFS.

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. 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.