Important Webinar For Campaign-State Baby Boomers

Sign up today! No charge to attend!

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • What’s changing for taxes and Social Security in 2022.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • 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 changes go into effect.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • Social Security strategies to help minimize taxes on your benefits.
Modal Box Content

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.

Webinar Dates & Times

EventDate

REGISTRATION CLOSES IN:

Days
Hours
Minutes
Seconds
Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable 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.
ahcbg2.jpeg

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement tax plan.

A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.

FEATURED PRESENTER:

Agent-Name
Agent-Company
Agent-Bio

© 2022 Taxes Declassified | Privacy Policy

*https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
*https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7
* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

Agent-Disclosure

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.