Maximizing Your Retirement Income & Optimizing Your Tax Strategy
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Complimentary Dinner Event at The Keeter Center in Point Lookout, MO
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We All Deserve A Retirement We Can Be Confident In
Do you have a plan to help ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, potentially reduce market risk and potentially lower your taxes.
Event Details
The Keeter Center
1 Opportunity Ave., Point Lookout, MO 65726
Event Options:
– Tuesday, June 27 at 6:00 p.m.
MENU
Enjoy a delicious three-course meal featuring a Baby Greens Salad topped with Cucumber, Shredded Carrots Craisins, Cherry Tomatoes and a Pear & Honey Vinaigrette, an entrée of Roast Pork Loin & Chicken Breast served with Sorghum Demi-Glaze, Buttered Red Potatoes and Sautéed Squash, and finished with a Chocolate Mousse Torte.
This event is intended for ages 55 and older.
We will contact you to confirm your dinner reservations prior to the event.
Join us for a complimentary meal and special presentation at The Keeter Center while we discuss important topics for those in or nearing retirement.
What we’ll cover:
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
- How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
- Steps to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
- Social Security timing and claiming strategies to help maximize your benefits.
- Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.³
- How to help preserve your assets to create a lasting legacy for your loved ones.
- Understanding potential risks that may derail your retirement and how you may be able to avoid them.
- And MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
REGISTRATION CLOSES IN:
Why attend?
This workshop combines two empowering elements:
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current retirement income plan.
Medical expenses represent
67% of all personal
bankruptcies in retirement.²
Sounds crazy, but it’s true. Think about it: A couple that turned 65 in 2020 can expect to pay $295,000 out-of-pocket on health care costs in retirement³. That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?
FEATURED PRESENTERS:
Mike Gann
President | Advantage Retirement
Mike Gann is the founder and president of Advantage Retirement Services. He has been a licensed insurance professional in both Missouri and Arkansas since 2001, dedicating his time to asset-protection strategies.
Mike was a member of the National Association of Professional Advisors, the Society of Certified Senior Advisors, and was an annual qualifier of the Advisors Million Dollar Roundtable.
Mike believes client relationships are much more than just handshakes and meetings. His goal and wish is to help enhance your retirement years.
Gracie Gann
Investment Advisor Representative
Gracie Gann attended FIT University in New York City and Missouri State University where she received her bachelor’s degree in 2019.
Launching a new career in 2021, Gracie came on as the second generation at Advantage Retirement as a Retirement Income professional, pursuing her Registered Investment Advisor (RIA) certification which she successfully obtained.
Gracie is eager to expand the range of financial services and strategies and progress the company as clients’ future retirement needs evolve.
Steve Helms
Independent Medicare Advisor & Missouri State Chief of Staff
Steve Helms, specializes in the Senior Medicare Market. As a Certified Specialist and independent advisor, Steve represents many different providers, thereby ensuring that you have a wide selection of companies to choose from and a plan that best fits your needs.
Steve is a veteran of the United States Army, who honorably served in the First Gulf War. He is also a Missouri State Chief of Staff for Senator Eric Burlson.
Medicare can be complicated, so don’t go it alone.
NPN:8987475, BUS2015-01476, #4973310, #147462565, LY8247V87SB
© 2023 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
³ https://money.usnews.com/money/retirement/aging/articles/preparing-for-medical-expenses-in-retirement
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.