Complimentary Seminar at Popplewell Hall in St. Joseph, MO

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Missouri Western State University, Popplewell Hall
4525 Downs Drive, St. Joseph, MO 64507

Event Options:

– Thursday, July 27 at 6:30 p.m.

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Join us for a special presentation at Missouri Western State University, Popplewell Hall while we discuss the following important topics for those in or nearing retirement:

  • What’s changing for taxes and Social Security in 2023².

  • 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 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.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help minimize taxes on your benefits.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

Privacy Policy: 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!

REGISTRATION CLOSES IN:

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Why attend?

This seminar 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 to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
Cropped shot of a senior couple sitting together and going over their financial documents together in their home

FEATURED PRESENTER:

David Haik | Licensed Insurance Professional

David believes in understanding what’s important to his clients first and foremost. He also knows that what’s important is different for everyone. To address his clients’ unique situations, David provides personalized retirement income and business strategy solutions to individuals and businesses. He has over 28 years of experience in business, marketing, and insurance related services. 

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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

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.

 

We are not affiliated with the Social Security Administration. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.