With each tax year, things change... And tax laws change frequently

Sometimes your personal finances or financial situation changes. Do you believe that income taxes could go up in the future? If so, in what ways can you keep your retirement income protected? Come join us to learn about some tax-deferred retirement income options that may be available to you.

Complimentary Dinner Event: “Protecting Retirement Income from Potential Income Tax Increases”

Thursday, May 30th
at 6:00PM

23151 Village Shops Way, Suite 101
Bonita Springs, FL 33928

What You’ll Learn

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they may impact your income
  • 401 (k), IRA, and other retirement accounts

Do you have plans for taxes in retirement

Tactics For a Tax-Deferred (Potentially Tax-Free) Income

  • Financial products that may provide tax-free income in certain instances
  • Insurance Vs. Investments: how the rules differ
  • Key factors in choosing a tax-deferred income strategy
  • Maximizing your retirement income

Benefits of Tax-Deferred (or Potentially Tax-Free) Retirement Strategies

  • Protecting your money while it grows
  • How to provide potentially tax-free income for your beneficiaries
  • Eliminating the need for probate
  • How to add flexibility and potentially tax-free liquidity to your portfolio

Why Tax-Free and Tax-Deferred Income Options Matter

  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money, tax-deferred
  • Can you retire tax-free?

There is no cost to attend this complimentary educational event, but you must register.

This session is offered exclusively by
Retallick Financial Group

Register now to reserve your spot or call us at (877) 838-8384 to sign up. This event will be held on
Thursday, May 30th at 6:00pm at Ruth’s Chris Steak House.

Get informed and learn your options now. 

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Scroll to Top