Grand Junction, CO Retirement Dinner

Changes to tax laws and Social Security in 2019 that may affect your retirement income.
Planning techniques to get the most out of your Social Security benefits.
Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
Strategies to help grow your assets and protect your portfolio against stock market volatility.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
Developing a customized retirement income plan for you and your family.
How to guarantee your retirement income.
Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
Strategies for Long-Term Care planning that put you in control of your money.
RMDs & retirement income planning in today's economy.
Understanding potential risks in retirement and how to avoid them.
And More!

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Arnold R. Zarate, the president of Integrated Retirement Systems, loves his work. He’s proud of the relationships he’s built with clients over the years, and every day he rededicates himself to serving his clients’ needs — not his own. He wants to provide honest, valuable service, and having his own firm, I.R.S., lets him do that. He is free to choose from whatever array of services best fit his clients’ retirement goals, which helps him build lifelong relationships. When he’s not at work, Arnold enjoys camping and vacationing with his family, including his grandchildren.

*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

*https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities 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.

Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at Fiesta Guadalajara in Grand Junction, CO. Register below!

This Complimentary Meal & Presentation Will Show You:

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