Presents:

Maximizing Your Income & Reducing Taxes In Retirement

You and a guest are cordially invited to join us for a special presentation at Bess Dodson Walt Branch Library in Lincoln, NE. Register below!

Do you have a strategy to help minimize taxes in retirement? Join your host, Dave Buchanan, for a complimentary presentation at Bess Dodson Walt Branch Library while we discuss the following important topics for those in or nearing retirement in the next 5 to 10 years: 

  • The changing financial landscape for those approaching retirement. 
  • An overview of taxes today and the changes to tax laws in 2019 that may affect your retirement income.  
  • 3 common tax mistakes that can potentially take place in retirement and how to address them.  
  • Understanding the impact taxes may have on your retirement.
  • Strategies that can help reduce taxes and get closer to a potentially tax-free retirement. 
  • How to avoid unnecessary taxation on Social Security income.
  • Tips and strategies to manage your tax exposure.
  • Types of taxable assets & RMDs.  
  • Developing tax-efficient retirement incomes sources. 
  • Potential sources of tax-free retirement income. 
  • Developing a customized retirement income plan & tax strategy.  
  • Advanced strategies to convert IRA/401(k) taxable accounts to tax-free Roth IRA accounts.
  • 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+.

Date: Saturday, May 4, 2019

Time: 12:30 p.m. to 2:00 p.m.  

Venue: Bess Dodson Walt Branch Library  

Address: 6701 South 14th St, Lincoln, NE 68512

REGISTER NOW

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, Dave Buchanan of Retirement Wealth Solutions of Nebraska, for this complimentary presentation. The economy has changed, the world has changed...get insight and new opinions!

Date: Saturday, May 4, 2019  

Time: 12:30 p.m. to 2:00 p.m.  

Venue: Bess Dodson Walt Branch Library located at 6701 South 14th St, Lincoln, NE 68512

CLAIM MY SPOT NOW

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FEATURED PRESENTER

Dave A. Buchanan, President Retirement Wealth Solutions of Nebraska 

Having more than two decades of experience, Dave Buchanan has extensive expertise in retirement and wealth planning, as well as in tax-reduction strategies. Dave first proves his dedication with his clients and then moves forward with the proper implementation of the outlined strategies, ensuring he’s building long-lasting and successful relationships. To best serve his clients, Dave is licensed in life and annuities, holds his Series 65 securities license and graduated from the University of Nebraska with a bachelor’s in business.

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

Investment advisory services offered through ChangePath LLC, a Registered Investment Adviser. Insurance services are offered through Retirement & Wealth Solutions of Nebraska. Retirement & Wealth Solutions of Nebraska and ChangePath, LLC are unaffiliated.