Wentzville, MO | TAX Dinner | August 2024 | ARE-16715

No-Cost Dinner at Stone Summit Steak & Seafood in Wentzville, MO

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

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

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Your choice of a steak, chicken, seafood or pasta dish.

Event Details

Stone Summit Steak & Seafood
17 Cliff View Dr
Wentzville, MO 63385

Dinner Options:

– Stone Summit Steak & Seafood on Aug. 22 at 6:30 p.m.
– Stone Summit Steak & Seafood on Aug. 27 at 6:30 p.m.

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

Event Details

Stone Summit Steak & Seafood
17 Cliff View Dr
Wentzville, MO 63385

Dinner Options:

– Stone Summit Steak & Seafood on August 22 at 6:30 p.m.

– Stone Summit Steak & Seafood on August 27 at 6:30 p.m.

MENU
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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 no-cost meal and enlightening presentation at Stone Summit Steak & Seafood. 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:

The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s changing for taxes and Social Security in 2024¹.
Why taxes can 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.
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.
Understanding other potential tax risks that may derail your retirement and you may be able to avoid them.

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 laws² and how they may impact your retirement income³.
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

Chris Cooper, CPA | President of Serenity Wealth Management

Chris has over 20 years of experience in the finance and accounting industry. After a successful career in the corporate world, it was time for a change. Chris was missing the personal connection, community involvement, and ability to truly make a difference in individual people’s lives he knew he could offer. The key was to combine his strategic mindset, vast financial experience, and coaching personality with his passion for people and desire to make an impact in their financial well-being.

As a licensed CPA, Insurance Agent, and Investment Advisory Representative, Chris coaches his clients on a holistic view of financial well-being. His passion, dedication, and informational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized options to meet unique goals & objectives of each client.

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

Investment advice offered through Fortis Capital Advisors, a SEC Registered Investment Advisor. Insurance & Education services offered through Serenity Wealth Management. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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.