West Des Moines, IA | Taxes & Retirement Dinner | July 2022 ARE-12218

Complimentary Dinner Event at Bravo Italiana in West Des Moines, IA

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Do 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 future uncertainty around 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 lower your taxes.

Event Details

Bravo Italiana
120 S Jordan Creek Pkwy., West Des Moines, IA 50266

Event Options:

– Bravo Italiana on July 12 at 6:30 p.m.

– Bravo Italiana on July 14 at 6:30 p.m.

MENU
Enjoy a delicious Italian dinner including a Soup or Salad option of Lobster Bisque or a Chopped Salad and an entrée of your choice featuring Shrimp Fra Diavolo, Lasagna, or Chicken Parmesan with Herb Linguine.

Join us for a complimentary meal and special presentation at Bravo Italiana while we discuss the following important topics for those in or nearing retirement:

What we’ll cover:

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.
Planning for longevity, inflation and future tax increases to 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 how you may be able to avoid them.

Online Form - West Des Moines, IA | Taxes & Retirement Dinner | July 2022 ARE-12218

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!

REGISTRATION CLOSES IN:

Days

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Why attend?

This workshop 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.

FEATURED PRESENTER:

Nathan Reeder

Director of Wealth Management

For more than two decades, Nathan has made a name for himself in the Financial Services Industry by providing a very dedicated and disciplined approach to his clients’ needs. He has an in-depth scope of the industry having worked within some of the worlds largest and most well respected companies. As an independent advisor, he is capable of utilizing an extensive universe of tools and resources to build distinctively personalized plans, all of which are holistic in nature. Nathan’s passion for the business, integrity, and ability to relay important information in a meaningful fashion is integral to his clients’ satisfaction.

Nathan holds a B.S. in Finance from Iowa State University. His professional licensing currently includes the 65 (Uniform Registered Investment Adviser Law), and Life and Health Licensed through the State of Iowa.

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

This website provides only a simplified description of coverages and is not a statement of contract. For complete details of coverages, conditions, limits and losses not covered, be sure to read the policy including all endorsements. Coverage CANNOT be bound, amended, or altered by leaving a message on this website.

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.