Complimentary Event at Cinco Ranch Library in Katy, TX

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

*This event is not sponsored by or affiliated with the Cinco Ranch Library or the Fort Bend County Library system.

Event Details

Cinco Ranch Library
2620 Commercial Center Blvd, 
Katy, TX 77494

Event Options:

– Cinco Ranch Library on May 7 at 6:30 p.m.

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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 Cinco Ranch Library 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 & minimize your taxation in retirement?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
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 strategy 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 Hosts

Jonathan English, Owner & Managing Director | Luca Wealth Management
As a native Texan hailing from South Texas, Jonathan’s roots run deep in the Lone Star State. He was born and raised in South Texas, where his family has lived since the mid-1970s. He also pursued his education at Texas State University in San Marcos, TX, where he honed his knowledge and skills in the field. Jonathan has spent over 20 years in the finance and investment management world, including 12 years with a large Investment firm in Houston, TX.

When he’s not immersed in his professional pursuits, Jonathan prioritizes quality time with his spouse, Joy, and their two children, Brynlee (14) and Brooks (12). Soccer plays a central role in their lives, with both children excelling in the sport and actively participating in soccer clubs in the Houston Area.

The family enjoys vacationing, indulging in snow skiing adventures and beach trips, and relishing those cherished weekends spent relaxing at home by the pool. These shared experiences strengthen their bond and provide a well-deserved respite from their bustling lives.

Jonathan’s professional licenses include the Series 65 Securities License and Life Insurance License, illustrating his commitment to maintaining the highest standards of professionalism and expertise. Notably, he operates as a fiduciary, placing the best interests of his clients at the forefront of every decision he makes.

With Jonathan’s vast experience, dedication to client success, and passion for the industry, he is poised to make a significant impact on your financial journey. Whether you’re seeking guidance in investment management, personalized financial planning, or comprehensive advice, Jonathan possesses the knowledge and skills to guide you toward your goals.

TX State License #2890435
Brett Arnold, CPA, Partner | Luca Wealth Management

As President of Luca Financial, Brett Arnold has committed his career to working with Small Business Owners and Entrepreneurs, with a focus on providing Fractional CFO and Tax Planning services. Brett’s passion is to help each client grow their business, minimize their tax liability, and truly understand what story their financial statements are telling.

Prior to this role, Brett spent more than 10 years working with global corporations in many capacities, mostly handling complex accounting and financial reporting. In addition to Luca Financial, Brett also serves as Adjunct Professor for various universities where he teaches Accounting and Finance courses. With this experience, he has developed a comprehensive team and is extremely knowledgeable about the best practices and processes to help ensure your accounting is exactly what you need for your organization and stakeholders.

Brett holds a Master of Accountancy (MAcc) from The University of Tulsa and a Bachelor’s Degree in Management from Evangel University. Additionally, he is also a Certified Public Accountant (CPA), holding licenses in Texas and Oklahoma.

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© 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 advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC-registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. All rights reserved.

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.