Complimentary Dinner at Campaign-Venue in Campaign-City, Campaign-State

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

Event Details

Campaign-Venue
Campaign-Address1Campaign-Address2
Campaign-City, Campaign-State Campaign-Zipcode

Dinner Options:

EventDate

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

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A three-course meal featuring a Mixed Green Salad, your choice of entrée between the Filet, Pan Seared Salmon and Organic Chicken Breast, followed by a dessert.

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Campaign-Venue. 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:

  • Recent changes to taxes and Social Security benefits³ that you need to know.
  • Key steps you may be able to take to defend your retirement from unnecessary taxes.
  • Powerful tax strategies that may help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money.
  • How you may be able to protect your retirement from market volatility.
  • When to take Social Security, how it is taxed and how to avoid potential tax traps.
  • How to help ensure you won’t OUTLIVE your money in retirement.
  • 3 of the biggest tax mistakes Baby Boomers make.
  • Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
  • And MUCH more!
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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 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!

Meet Your Host

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© 2022 Taxes Declassified | Privacy Policy

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

³ https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.

Agent-Disclosure

Gregory Lavelle, RetirementAdvisers.net
195 Park Avenue
Worcester, MA 01609

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.