Leominster, MA Taxes & Retirement Workshop

Taxes play a huge role on the longevity of your portfolio in retirement. If you or your advisor aren't addressing tax-driven strategies, you're leaving your portfolio vulnerable. While taxes in retirement can't be predicted, there are strategies to limit your tax exposure.

If you're nearing retirement or already there, you need to understand how taxes (including the 2018 changes) may impact you and your retirement income. Tax laws can be overwhelming and confusing, and that's why you need to be proactive and join us to learn some lesser-known, "retirement optimized" strategies.

In this COMPLIMENTARY 90-minute workshop, we'll reveal strategies that could potentially reduce your taxes to as close to zero as possible. Don't miss it!

Retirement Distribution Planning: how to position your savings with asset location to minimize taxes and maximize cash flow in retirement, and how to efficiently harvest your income sources
Maximizing Social Security: the impact of Social Security taxation on your retirement, including provisional income and IRS thresholds that cause Social Security taxation, and strategies to put you in a position to receive your Social Security free from tax
Protecting Against Market Loss: how to safeguard against the two types of investment risk
Generating Tax-Free Income: how to use a little-known IRS code to potentially generate tax-free and non-reportable income
Tax Rate Risk: strategies you can implement that may help insulate your assets from the impact of higher taxes

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There is no charge to attend the workshop. Your workshop host, Your Retirement Advisor, is committed to providing research-backed educational classes and workshops. We do not sell any products, rather provide as much objective information to you as possible. Following the workshop, all attendees are welcome to a one-on-one session with the instructor, which includes a complimentary tax/retirement income projection analysis.

Date & Time: Tuesday, August 14, 2018 from 6:30 p.m. to 8:00 p.m.

Venue: Mount Wachusett Community College: Leominster Campus located at 100 Erdman Way, Leominster, MA 01453 - Room 116

About Your Retirement Advisor: 81% of baby boomers don't know how much money they'll need in retirement. Another 84% don't have a written retirement plan. Yet they control 80% of the assets in this country. Your Retirement Advisor's mission is to make preparing financially for retirement easier and more affordable, while guiding the transition into retirement with a "sustainable for life" financial plan. With its Retirement Solved™ approach, the company focuses on teaching people how to save right today and spend right tomorrow. Your Retirement Advisor has offices in Acton, Worcester and Leominster, and offers e-classes and planning services for people located throughout the United States.

About your instructor, Brian Saranovitz: As a baby boomer himself, Brian Saranovitz is a co-founder and president of Your Retirement Advisor, as well as a retirement educator and investment advisor representative. A former professional football player (most notably for the New England Patriots) and graduate of the University of New Hampshire, Brian has been a financial advisor for more than 30 years at Saranovitz Capital Management, founded by his father Norman in 1970.

As a jock turned geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. Brian has witnessed firsthand clients struggling to understand the myriad of issues they face while preparing for retirement. At the same time, he’s witnessed a void in quality, research-backed retirement education and advice. He loves teaching the finer points of retirement planning and looks forward to meeting you at an upcoming class. Note: Please don’t ask Brian about football, the Patriots or Celtics, or you might not hear anything about retirement planning!

*http://www.investmentnews.com/article/20070904/FREE/70831060/-client-centric-planning-pays-off

**https://www.transamericacenter.org/docs/default-source/retirement-survey-of-workers/tcrs2016_sr_perspectives_on_retirement_baby_boomers_genx_millennials.pdf

***https://dupress.deloitte.com/dup-us-en/industry/investment-management/us-generational-wealth-trends.html

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

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on tis site may be available in every state and thorough every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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.

Do Taxes in Retirement Matter?

In this Complimentary Workshop, you'll learn about:

Get Your Retirement Tax Strategy in Place Today

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