800-516-5861
*Brio Italian Grille is not affiliated with Thrive Financial Services.
** Our event policy requires you to arrive no later than 5:55 - we do not admit guests after 6 PM.
Hosted By
Hosted By
CRITICAL TAX PLANNING STRATEGIES FOR RETIREES & PRE-RETIREES
Brio Italian Grille*
April 24th & 30th @ 6:00PM**
Attention Pre-Retirees & Retirees
If you're like most hard-working Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down and you're looking for tax-strategies to help create a durable inflation protected income plan to last throughout your retirement years.
Join well-known local retirement income specialists and financial fiduciaries from Thrive Financial Services as they illustrate cutting-edge, time-tested techniques and strategies to help you efficiently maximize the spendable money in your pocket with less risk and taxes.
We will be discussing strategies at this event that are most suitable for individuals or families with $250,000 or more of retirement savings. This event is for first time attendees, only. You can view our event policy here.
At Our Masterclass, We Will Be Discussing:
A basic overview of the tax rules as they apply today.
How to take money out of your IRA tax-free through little-known strategies.
Understanding tax credits & deductions.
Ways to potentially protect yourself against volatile market conditions.
How you and your family can reduce your taxes through the new tax laws.
How to stretch out your IRA for 50, 60 or even 70 years!
Answers to the questions: Do I have enough? Will my money last the rest of my life?
Learn asset allocation strategies for RMD's.
Potential tax-savings strategies to use when changing residency.
Frequently Asked Questions
What happens to my information once I register?
Your privacy is important to us! Your information is securely shared only with the presenter of the masterclass. We will never sell your information.
Who are the presenters of the masterclass?
Our presenters are different fiduciaries from Thrive Financial Services. Thrive's mission is to provide continued financial education in the communities that we serve. That is why all of our events are always free to attend with zero-obligation.
You can learn more about Thrive here: https://thrivefinancialservices.com/our-story/
Who Should Attend This Workshop?
If you are between the ages of 55 and 75 and are nearing retirement or are currently retired, with at least $250,000 of investable assets (not including real estate). If...
You want to ensure you’re doing all you can to minimize taxes and maximize your income in retirement.
You’re looking for a solution to RMDs and aren’t sure what to do with the income.
You’re concerned about running out of money in retirement.
You want to protect your retirement income and assets from future healthcare expenses.
You just want to see what’s changed with the tax laws and make sure your planning is up to date, then this event is for you!
You want time tested, step-by-step strategies and don't want to do it alone.
...then this workshop is for you.
How long is the class?
Our events typically last 2 hours. Our first hour is spent on our presentation, while the second hour is focused on meals and questions from the audience.
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event is not affiliated with the Social Security Administration or any other governmental organization. This event is not sponsored by the venue.
Thrive Financial Services (“TFS”). TCM and TFS (collectively, “Thrive”) are affiliated companies. This material is provided for informational purposes only. Opinions expressed herein are solely those of Thrive. None of the information contained in this document is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.