Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement
Trump just signed some of the biggest changes to retirement plans in decades into law. Do you know how they may affect your retirement? You and a guest are cordially invited to join your host, Mark Fricks, RFC®, NSSA and ChFEBCˢᵐ, at the Murray Arts Center at Mount Paran Christian School in Kennesaw, GA as we discuss these important changes for those planning for retirement or recently retired. You won't want to miss this event!
Join us for this information-packed event to discover:
- How the NEW SECURE Act, recently signed into law, and the biggest tax reform in 30 years* can affect how you plan for your retirement.
- An overview of taxes today and the changes to tax laws that may affect your retirement income.
- 3 of the biggest tax mistakes that could impact your retirement income
- Powerful tax strategies that can help you reduce the taxes you pay in retirement and potentially generate tax-free retirement income.
- How to harvest your IRA, 401(k), 403(b) or other retirement accounts for tax-efficient retirement income.
- How to plan for and incorporate RMDs into your tax strategy. Hint: the SECURE Act has made significant changes that impact RMDs.
- The changing financial landscape for those approaching retirement.
- Understanding potential risks that may derail your retirement and how you can avoid them.
- Strategies to help plan for the next market downturn and protect your assets from market volatility.
- And much more!
Seating is limited. Sign up below to reserve your seats!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. This event is for those who are age 50+.
EVENT DETAILS
Date: Tuesday, February 4, 2020 or Thursday, February 6, 2020
Time: 6:30 p.m. to 8:30 p.m.
Venue: Murray Arts Center at Mount Paran Christian School
Address: 1275 Stanley Rd NW, Kennesaw, GA 30152
This Complimentary Presentation Will Show You:
Tip #1
How to avoid unnecessary taxation on Social Security income.
Tip #2
Understanding potential risks in retirement and how to avoid them.
Tip #3
Strategies that may boost your retirement income and potentially reduce your taxes.
With the changing tax rules and financial landscape, it's important to understand the potential impact of taxes and how they can affect your income in retirement. Proper planning could help you reduce the taxes you pay in retirement so that you may keep more of your hard-earned money!
Please join your host, Mark Fricks of MasterPlan Retirement Consultants, for this special event. The economy has changed, the world has changed...get insight and new opinions!
Venue: Murray Arts Center at Mount Paran Christian School located at 1275 Stanley Rd NW, Kennesaw, GA 30152
Dates & Times: Tuesday, February 4, 2020 or Thursday, February 6, 2020 from 6:30 p.m. to 8:30 p.m.
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Mark Fricks, RFC®, ChFEBCˢᵐ, RIA Founder & President of Master Plan Retirement Consultants
As president and founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies.
For nearly 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to make sure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues. He serves his clients with integrity and they’re always the priority of the plan.
As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals.
Mark has 3 adult children, 4 grandsons and a baby granddaughter. He is an ordained elder and is involved in international mission work.
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https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/
http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. MasterPlan Retirement Consultants is not affiliated with or endorsed by the Social Security Administration or any government agency.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.
The presenter of this seminar is not licensed to give advice regarding individuals’ tax situations. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
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.