Complimentary Event at The Butchery in Arvada, CO
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
Event Details
The Butchery
7923 Allison Way, Arvada, CO 80005
Event Options:
– The Butchery on Monday, February 5 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special event at The Butchery where we will discuss the following important topics:
- What’s new and changing for Social Security¹ and taxes² in 2024.
- The changing financial landscape for those approaching retirement.
- The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
- 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 Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Little-known claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
- And MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Host
Terry Tyler, President & Founder | Legacy Retirement Services
Terry’s pride and joy is his 20-year-old son Trenton. During his spare time Terry loves to fish, camp, ski, and ride his Harley. His favorite times are when he can spend time doing these activities with his son.
After graduating from Colorado State, Terry remained in Fort Collins and began his Financial Services career in 1976. In 1980 Terry moved to Denver and began his 20-year career in the Stockbrokerage Industry. Terry gained extensive experience in all areas of investing, investment banking, and financial planning during these 20 years.
In 1999, Terry left the Brokerage industry and founded Legacy Retirement Services which was created specifically for working with retirement age people. The focus of Legacy Retirement Services Inc. is to help all our clients achieve a stable and confident retirement with protection and guarantees while earning a consistent rate of return on their retirement nest egg.
Terry’s 40 years of experience helping his clients with creative retirement planning covering all facets of a well thought out comprehensive retirement plan, has taught him many lessons when working with people’s hard-earned money. Terry’s most important priority is to build an honest and dedicated relationship with the people he works with. Our goal at Legacy Retirement Services is to help all clients keep what they have saved their entire lives. It was Will Rogers who once said: “The return ON your money is not nearly as important as the return OF your money.
CO License #152362
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.ssa.gov/oact/quickcalc/early_late.html
Investment Adviser Representative and Advisory Services offered through Royal Fund Management, LLC, a SEC Registered Investment Advisory firm.
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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.