Maximizing Your Income & Reducing Taxes In Retirement

You and a guest are cordially invited to join us for a special presentation at Seward Memorial Library in Seward, NE. Register below!

Do you have a strategy to help minimize taxes in retirement? Join your host, Dave Buchanan, for a complimentary presentation at Seward Memorial 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 & Time: Saturday, July 20, 2019 from 10:30 a.m. to 12:00 p.m.

Venue: Seward Memorial Library  

Address: 233 South 5th Street, Seward, NE 68434


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 & Time: Saturday, July 20, 2019 from 10:30 a.m. to 12:00 p.m. 

Venue: Seward Memorial Library located at 233 South 5th Street, Seward, NE 68434





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. 

Dave is also the Director of Lincoln Operations for the Foundation for Educational Partnership (, one of the largest and fastest growing 501(c)(3) nonprofits in the country.  

State License Number - 703622

Shawn Ahl, CPA

Shawn Ahl, CPA, is committed to always putting the clients’ needs first. Using her expertise in retirement income planning, Shawn takes pride in having the ability to help clients enter the next stage of their lives with confidence. She learned early on being a good listener is beneficial, and she’s also compassionate and energetic about her work. Shawn is also an Ed Slott Elite Advisor.  

Focusing on keeping her clients informed is a main component for how Shawn operates. Being informed allows each individual to take a major role in the decision-making process and truly feel good about the choices they’ve made.  

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*Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.

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.