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

Complimentary Dinner at Bravo Italiana in West Des Moines, IA

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

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

Dinner Options:

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

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

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

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.

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

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2022.
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 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.

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

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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 laws and how they may impact your retirement income.
How 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 strategy.

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

Meet Your Host

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.