Timely Event at Carmel Clay Public Library in Carmel, IN

Minimizing Taxes & Maximizing Your Social Security Benefits

Strategies to Help Increase Your Income and Reduce Taxation in Retirement

Event Details

Carmel Clay Public Library
425 E Main St, Carmel, IN 46032

Event Options:

 

– Wednesday, March 25 at 11:00 a.m.

– Thursday, March 26 at 11:00 a.m.

 

RSVP NOW!

Seating is limited. There is no charge to attend!

Taxes may be one of the single largest expenses you’ll face in retirement, and most people don’t have a plan to address them. Without a coordinated strategy, your IRA, 401(k), pension, and even your Social Security benefits could be generating a larger tax bill than necessary.
Join us for a no-cost event at Carmel Clay Public Library, where a local financial professional will break down the strategies Indiana retirees can use to help reduce unnecessary taxes and get the most out of every benefit available to them.
  • What’s new and changing for taxes and Social Security in 2026.
  • 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.
  • 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 you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
  • Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • And MUCH more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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 retirement tax strategy in place?
Don’t miss this information-packed event!

Days
Hours
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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 no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.

Your Tax Bill in Retirement May Be More in Your Control Than You Think

For many retirees, taxes are one of the most overlooked, and potentially reducible expenses in retirement. Yet many miss planning opportunities that could make a meaningful difference simply because no one walked them through the options. Social Security alone can significantly affect your tax picture depending on how and when you claim.

Join us for an enlightening presentation where we’ll walk through the tax planning strategies that matter, including how your Social Security decisions can directly affect your tax bill, how to structure retirement income more tax-efficiently, and steps you may be able to take now to help reduce what you owe later. 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

Jason Hutchins, President & Founder of Guardian Wells Financial
Jason P. Hutchins, Founder and President of Guardian Wells Financial, has nearly 2 decades of experience in the financial services industry. Recognizing the need for clear, concise financial information, he started a company with a mission to provide retirees and pre-retirees with simple financial advice. With a conservative, needs-based approach to retirement planning, Jason is passionate about providing clients with the money strategies needed for a harmonious financial future.

He believes people need a clear retirement strategy and that’s what He helps them put together.
Jason enjoyed playing rugby in college, coaching rugby at the high school level and is an avid fan of live music, which began the moment he first held a guitar at 13. Growing up with parents who set an example of hard work and the mindset to “Make an excuse to do a job, not an excuse not to,” Jason saved an entire summer to buy his first brand-new electric guitar. 3 decades later, this same instrument hangs proudly in his office, a testament to his childhood that reminds him why going the extra mile is always worth it.

He lives in Noblesville with his wife of 24 years, Megan, their 5 kids still in school along with an old English mastiff and a dachshund that chase the family cats around. His newly upgraded main office is located in Fishers.
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© 2026 Your Retirement Reality | Privacy Policy

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Guardian Wells Financial are unaffiliated entities. Licensed Insurance Professional.

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.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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.