Complimentary Event at The Roudenbush Community Center in Westford, MA

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

This event is not sponsored or affiliated with The Roudenbush Community Center.

Event Details

The Roudenbush Community Center
65 Main Street, Westford, MA 01886

Event Options:

– Roudenbush Community Center on Jan. 17 at 6:00 p.m.

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Seating is limited and there is no charge to attend.

Join us for a special presentation at The Roudenbush Community Center while we discuss the following important topics for those in or nearing retirement:

  • Recent changes to taxes and Social Security benefits¹ that you need to know.
  • The Secure Act 2.0 — what is it and how might it impact your retirement savings plan.
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
  • How you may be able to create guaranteed income in retirement and protect your savings from market volatility.
  • Steps to avoid one of the biggest concerns of Baby Boomers—running out of money in retirement.
  • Social Security timing and claiming strategies to help maximize your benefits.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.³
  • The options and challenges of paying for LTC costs using Medicare, Medicaid, health insurance, self-funded and/or LTC insurance.
  • How to help preserve your assets to create a lasting legacy for your loved ones.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a retirement tax strategy in place? Don't miss this information-packed event!

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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 help manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income.
  • 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 you may be able to create a customized retirement income & tax strategy.

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

Yes, I Want To Attend

Hosted by Retirement Advisers.net

Presented by Neal Gyles & Shuang Fan | Insurance Professionals | State License Numbers: 20802367 & 20995647
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© 2024 Taxes Declassified | Privacy Policy

¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

³ https://www.ssa.gov/cola/

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.

We are not affiliated with the Social Security Administration or any other government agency.

Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

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.