Preparing for retirement has never been so challenging. Join us for an enlightening presentation where we will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
If you are nearing retirement, or recently retired, it's important to understand your options when it comes to minimizing your tax exposure and taking advantage of historically low tax rates. What you do today could save you thousands of dollars in retirement!
Join us for this complimentary webinar where we'll show you different strategies that can create tax-efficient retirement income and potentially save thousands of dollars in retirement.
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Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Secure Money Strategies, Inc. are unaffiliated entities.
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.
- 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 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 and tax minimization strategy tailored to your unique needs and situation.
- Understanding common risks and mistakes that may derail your retirement plans and how you can avoid them.
Allen helps clients create risk-managed retirement approaches and guaranteed income strategies through the use of tax-efficient methods, retirement income planning and legacy planning. Allen’s continued education and passion for helping retirees align their goals with reliable retirement income plans can be seen in his designations. As a Registered Financial Consultant (RFC), Allen’s well-established strategic partnerships with attorneys and tax professionals allow Ganan Insurance Group to provide clients with customized strategies designed to each client’s unique goals and needs. The end result: reliable strategies and satisfied customers.
