Taxes DeclassifiedDo you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Event Details
Gatto’s Italian Restaurant & Bar
8005 183rd St., Tinley Park, IL 60487
Event Options:
– Tuesday, September 13 at 7:00 p.m.
– Wednesday, September 14 at 7:00 p.m.
MENU
Enjoy a delicious meal featuring lightly breaded and sautéed lemon chicken, pasta with red sauce, side salad, and sautéed broccoli.
What we’ll cover:
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
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.
Benefit Financial Strategies, Inc. is owned and operated by Thom Gleason who has helped hundreds of clients meet their retirement income goals over the last 16 years. He is passionate about building long term relationships with his clients. Benefit Financial Strategies, Inc. has been working with companies of all sizes as well as their employees and individuals for over 7 years. We offer full service strategies for many of the challenges that companies face today. Our objective is to to help companies increase their profitability, reduce their overhead and protect their business all while fostering a positive work environment for their employees. We help individuals plan for retirement income without ignoring potential financial hurdles, like paying for their children’s college, in as protected and tax beneficial ways available.
© 2022 Taxes Declassified | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
²https://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.
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.