Complimentary Workshop at St. Louis County Library - Cliff Cave Branch in St. Louis, MO
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
Event Details
St. Louis County Library – Cliff Cave Branch
5430 Telegraph Rd, St. Louis, MO 63129
Event Options:
– Wednesday, May 17 at 6:30 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
Do you have a plan to help maximize your Social Security benefits and reduce taxation? Join us for a special workshop at St. Louis County Library – Cliff Cave Branch where we will discuss the following important topics:
- What’s new for Social Security¹ and taxes² and what may be changing in 2023.
- 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.²
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- How Social Security ties into your overall retirement income plan.
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- Common filing mistakes and how to avoid them.
- Survivor Benefits: What they are and how they work.
- 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. Nothing will be sold and there is no charge to attend!
Do you have a strategy to maximize your Social Security benefits and reduce taxation?
Don’t miss this information-packed event!
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 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
Zachary Buettner, President of Buettner Retirement Strategies
Drawing inspiration from his father and grandfather, Zach grew up watching the two entrepreneurial men make a difference by providing needed services and helping others in the community. “When families are financially protected, happiness increases, which leads to being better neighbors and ultimately strengthens the overall community,” said Zach. “Through my business, I want to help strengthen my community, one family at a time.”
Buettner believes it’s more important than ever for Americans to take a good look at their plan for retirement. “Americans are facing issues with their wealth every single day, whether it be inflation, taxes, fear about retiring comfortably, needing long-term care, etc. Many investment firms only focus on growing your assets. Few focus on providing income, protecting your principle or lowering your tax burden. And even fewer yet do all three of those together,” said Zach.
When Zach is not work, he enjoys spending time with his wife Hillary and daughter Briar. He coaches 7th grade Junior high basketball, plays golf, hunts and loves to try new restaurants in the St Louis area. Zach is also a graduate of Missouri State University, where he studied finance.
IL License #6490024
© 2023 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
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.