Complimentary Dinner at Escalante's in Webster, TX

How Tax Planning Changes Through Four Stages of Retirement

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

Event Details

Escalante’s
1043 W Bay Area Blvd
Webster, TX 77598

Dinner Options:

– Escalante’s on February 20 at 6:00 p.m.

– Escalante’s on February 22 at 6:00 p.m.

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Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Escalante’s. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

  • What’s changing for taxes and Social Security in 2024¹.
  • The Four Stages of Retirement: Pre-retirement, early retirement, middle retirement and late retirement.
  • An overview of Social Security and Medicare “tax traps” and ways you may be able to avoid them.
  • Planning how and when to use taxable, tax-deferred and tax-free assets to manage your income and tax brackets efficiently.
  • Why taxes can be one of your biggest retirement expenses without a proper plan in place.
  • Understanding Long-Term Care (LTC) insurance and its possible tax breaks.
  • Planning for longevity, inflation and future tax increases to help 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.

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 laws² and how they may impact your retirement income³.
  • How you may be able to avoid unnecessary taxation on Social Security income and 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.
  • How to create a customized retirement income & tax minimization strategy.

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

Yes, I Want To Attend

Meet Your Host

Justin Haywood, President & Founder - Haywood Wealth Management
Justin is a Certified Financial Planner™ professional with nearly a decade of experience helping his clients navigate their financial lives. Since 2014, he has provided tailored financial advice to families and businesses. He believes that financial planning is about what money can do for you, your family, and your future. This belief drives him to help his clients achieve their financial success. His areas of expertise include retirement, tax, insurance, and estate planning as well as managing client investments.

Justin is a devoted husband and father of three. As a fifth generation Texan, he and his family love road tripping around the Lone Star State. He enjoys volunteering and coaching his sons’ baseball teams, underlining his dedication to community service and personal growth.

Justin’s approach to financial planning is deeply informed by his values of commitment, integrity, and empathy. As a fiduciary, he always acts in his clients’ best interests and provides a holistic, personalized financial roadmap.
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© 2024 Taxes Declassified | Privacy Policy

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html 

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Texas State License Number: 1941482

Haywood Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where HWM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HWM unless a client service agreement is in place.

Haywood Wealth Management, LLC is not a law firm, or Certified Public Accountant. HWM does not provide legal or tax services. HWM does not provide Client with legal or accounting advice. Prior to making any tax or legal decisions, please consult with the appropriate legal or tax professionals for advice. HWM is not engaged in rendering legal or accounting services. If legal or tax accounting advice is required, the services of a competent professional person should be sought.
HWM is not affiliated nor endorsed by your company or employer. We are an independent investment and financial advisory group that specializes in distribution planning and risk-managed investment solutions.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.