Webster, TX | TAX Dinner | November 2023 | ARE-15385

Complimentary Dinner at The Saltgrass Steakhouse in Webster, TX

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

The Saltgrass Steakhouse
20241 Gulf Fwy
Webster, TX 77598

Dinner Options:

– Saltgrass Steak House on November 9 at 6:00 p.m.

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

MENU
A choice between steak, chicken, fish or pasta entrée.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Saltgrass Steakhouse. 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 changed for taxes and Social Security in 2023², and what to expect in 2024.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

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

Minutes

Seconds

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 laws³ and how they may impact your retirement income¹.
How you may be able 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 minimization strategy.

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

Meet Your Host

Steve Neustaedter CFP®, CKA®, Blackmont Advisors

Steven Neustaedter is a certified financial planner based in Kokomo, Indiana, who has 14 years of work experience. Neustaedter is an employee of Blackmont Advisors.

During his career, Steve has held roles at Lpl Financial Corporation, Planmember Securities Corporation, Steven Neustaedter And Associates, Inc, Self Employed-Steven C. Neustaedter, Cfd Investments, Inc and Creative Financial Designs Inc.

Neustaedter maintains Series 7 and Series 65 licenses, designating him as both a securities agent and an investment advisor representative, and is approved to serve investors in Alaska, California, Colorado, Florida, Missouri, North Carolina, Texas, Virginia and Wisconsin.

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

CA License #: 0D48925
TX License #: 1273643

Securities are offered through Cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. (765) 453-9600. Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Blackmont Advisors and LaLonde Wealth Management Group are independent financial services practices and are not controlled by the CFD Companies, any other company, or by each other. Neither Blackmont Advisors, LaLonde Wealth Management Group or the CFD companies offer legal or tax advice.

Steve Neustaedter is an Investment Adviser Representative with Creative Financial Designs, Inc. and a Registered Representative with cfd Investments, Inc., a member of FINRA and SIPC.

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.