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Colbern Road Library
Topic: Taxes in Retirement (lunch)
1000 NE Colbern Rd, Lee's Summit, MO 64086

Tuesday, May 7 @ 12:00 - 1:00 pm 

(Only a few spots left!)
REALIZE THE POTENTIAL IMPACT TAXES HAVE ON YOUR RETIREMENT INCOME
The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?

Join us at the Colbern Road Library for an educational lunch workshop covering Taxes in Retirement (including the NEW tax changes) on Tuesday, May 7, from 12:00 - 1:00 pm. Complimentary lunch will be served. (Only a few spots left)

Many aspects of your everyday life change when you retire. One of the biggest changes you are faced with involves your finances. Get professional guidance on potentially decreasing your Medicare costs, minimizing the taxation of your Social Security benefits and understanding different strategies for your retirement income.

Your paycheck may have stopped but taxes won't. It is important to know how to position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you in retirement.

The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during this seminar, we hope you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk - all with the goal of saving you money.

If you would like more information on how taxes impact your retirement income sources, this workshop is for you.
Attend this Class and learn:
  • Potential strategies to minimize your taxes in retirement
  • ​Utilize financial vehicles that may reduce your tax burden and last a lifetime
  • ​Different approaches to help protect yourself against taxes on your Social Security income
  • ​Tools and methods available to retirees to help develop a retirement tax strategy
  • ​Common misconceptions about taxes in retirement
      Note: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through RSG Investments, LLC. While RSG Investments, LLC and Retirement Solutions Group are affiliated, they are separate entities. 
      Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 
      Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. 
      The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The information shared is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.
       This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.
      Colbern Road Library
      Topic: Taxes in Retirement (lunch)
      1000 NE Colbern Rd, Lee's Summit, MO 64086

      Tuesday, May 7 @ 12:00 - 1:00 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      Realize The Potential Impact Taxes Have On Your Retirement Income
      The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?

      Join us at the Colbern Road Library for an educational lunch workshop covering Taxes in Retirement (including the NEW tax changes) on Tuesday, May 7, from 12:00 - 1:00 pm. Complimentary lunch will be served. (Only a few spots left)

      Many aspects of your everyday life change when you retire. One of the biggest changes you are faced with involves your finances. Get professional guidance on potentially decreasing your Medicare costs, minimizing the taxation of your Social Security benefits and understanding different strategies for your retirement income.

      Your paycheck may have stopped but taxes won't. It is important to know how to position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you in retirement.

      The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during this seminar, we hope you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk - all with the goal of saving you money.

      If you would like more information on how taxes impact your retirement income sources, this workshop is for you.
      Attend this class and learn:
      • Potential strategies to minimize your taxes in retirement
      • ​Utilize financial vehicles that may reduce your tax burden and last a lifetime
      • ​Different approaches to help protect yourself against taxes on your Social Security income
      • ​Tools and methods available to retirees to help develop a retirement tax strategy
      • ​Common misconceptions about taxes in retirement
          Note: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through RSG Investments, LLC. While RSG Investments, LLC and Retirement Solutions Group are affiliated, they are separate entities. 
          Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 
          Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. 
          The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The information shared is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.
           This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our privacy policy.
          Questions? Call us
          636-244-6360
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          Sat-Sun 9am-12pm PT
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