Retirement Taxes Declassified - Hosted by Corey Callaway & Bill Burke
Taxes are one of the largest contributing factors that can prevent individuals from achieving their retirement goals. We’ll show you how to create a plan and capitalize on strategies to potentially lower your tax bracket in retirement.
During this event, we'll also cover:
- 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 to lock-in historically low tax rates now, before taxes increase.
- Strategies to help you avoid “401k and IRA tax pitfalls.”
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Securities offered by duly registered individuals through T.D. Ameritrade, a Registered Investment Adviser. CFS Advisors, LLC and T.D. Ameritrade are unaffiliated entities.
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.
Licensed Insurance Professional. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. 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.
By age 21, he was a securities broker, and at age 24 was the top producing first-year agent for a national financial services company. All the while he still worked in the family pension administration company. Three years after leaving the pension administration company in 2000 Corey established Callaway Financial Services, Inc., a securities broker/dealer. During the same year, he began his investment advisory firm, Callaway Financial Services, a sole proprietorship. In 2014 he incorporated his investment advisory firm which is now called CFS Advisors, LLC. His commitment to clients is lived out daily as he puts his experience in motion to help them achieve their retirement dreams. In 2016 Corey sold majority ownership of Callaway Financial Services , Inc. and became a minority owner of the firm. May 2020 Corey ceded his remaining shares of Callaway Financial Services, Inc. and is no longer a Securities Broker. Corey is now an Investment Advisor Representative only. Corey is now on his 39th year in the industry.
Corey provides active and passive portfolio management, works with employers retirement plans by consulting providing investment advisory services and now employee financial wellness and education.
An avid outdoorsman, Corey takes time to enjoy hunting, fishing and camping. He has served two Boy Scout Troops as Assistant Scoutmaster and currently Scoutmaster. In 2015, he celebrated his son’s obtaining the rank of Eagle Scout. And is doing the same by working hard for his two nephews to obtain Eagle Rank of which the oldest has obtained the rank of Eagle in 2020. He was also involved in his daughter’s Girl Scout Troop. He lives in Arlington, Texas, with his wife Kim and two children.
TX License #658887
To that end, I belonged to several estate planning counsels and was president of the San Francisco Estate Planning Council.
I am a Master Elite IRA Advisor for the Ed Slott IRA Organization. Retirement plans and IRA distribution strategies have become a very important planning arena, especially since the major changes January, 2020. Ed Slott and his attorneys are key resources for me.
Finally, after 40 years of succession planning, I have found that retirement planning is even more important than business succession because people don't know that the new season of retirement requires new skills and strategies. In essence, the accumulation specialists, who have guided people for the past 30 years, are not prepared for the lifetime income and preservation requirements people are desperate for today.
What I think most retirees want is fairly simple: The ability to do what you want, when you want, with who you want for as long as you want. To summarize: it's always too soon... until it is too late.
CA License #0446951
