Complimentary Educational Workshop at Chippewa Valley Technical College – Eau Claire, WI

Reducing Your Tax Burden in Retirement

Educational Event Details:

Location: Chippewa Valley Technical College – Business Education Center

Date: Tuesday, March 12 OR Thursday, March 14, 2024

Time: 6:30 PM

Address: 620 W Clairemont Ave, Eau Claire, WI 54701

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Nothing will be sold and there is no charge to attend!

Join us for an Educational Workshop at Chippewa Valley Technical College. At our event we will provide you with the tools you need to help disinherit the IRS from your retirement accounts. After this class, you’ll be able to make informed financial decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.

What we’ll cover:

  • Strategies to reduce or eliminate taxes in retirement
  • Tax treatments of the three basic retirement accounts
  • Tax-deferred vs. tax-free accounts: Which one is right for you?
  • How to define a “true” tax-free investment
  • How to tax-efficiently structure your Required Minimum Distributions (RMDs)

And much more!

BONUS TOPICS:

  • When to convert to a Roth IRA
  • How to use the Roth conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse
  • How to accumulate dollars in the right types of accounts for future retirement income
  • Ways to potentially maximize the value of your IRA, 401(k), TSP, or pension plan

Complimentary Event Registration

Seating is limited. Sign up today to guarantee your seat(s)!

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By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
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About Your Presenter

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David Stellpflug, RICP® - CEO / Founder

The years just before retirement are when important investment decisions need to be made, and you might have realized that once you do retire, the decisions keep piling up. What should you do with your 401(k)? When should you start your Social Security? And what about taxes. Medicare, and legacy planning? I low long will your savings last if the market takes a hit? And, most importantly, do you have enough to retire?

In the 30 years I’ve been in the financial industry, I’ve noticed a widening gap between the kinds of decisions people should be making and the availability of quality advice. You might have heard about a break-even analysis when it comes to filing for Social Security, but this concept doesn’t consider taxes, investments, or income planning for your spouse. Social Security is a lifetime benefit, yet most people file the day after they retire, locking in an income reduction for the rest of their life. This matters because for married couples, when the household loses a check, the surviving spouse may keep the larger check.

You didn’t arrive here at this point in your life by making bad decisions, and I certainly don’t want you to start now. What you do with your investments and when you file for Social Security can add years to your portfolio or put a big hole in your dreams. I want you to be able to sleep at night knowing you have the solutions you need to stay independent and retired for the rest of your life. As President of Family Financial, I offer retirement and legacy planning for Chippewa Valley residents, business owners, and retirees. I invite you to find out how to put together a plan that may allow you to leave more wealth on the branches of your family tree.

Do You Still Have Questions?
Call – (715) 833-8434

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Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

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Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity.

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 here shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
This material and the licensed insurance agents are not affiliated nor endorsed by the Social Security Administration (“SSA”) or any other government agency. Only the SSA can determine and pay social security benefits.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

 

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

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.