Retirement and tax strategies Oct -

You and a guest are invited to join us for a Complimentary Dinner Event :

Maximizing Your Retirement & Tax Strategies

SPACE IS LIMITED! REGISTER TODAY:

Rodizio Grill
October 4th, 5th, 11th or 12th
(choose the event that works best for you)
200 Jefferson St. • Fort Collins

If you have money invested in retirement accounts, CDs, annuities, stocks, bonds, life insurance, money markets, or real estate – this is an event you don’t want to miss.

Join TW Retirement as we discuss tax-free income options, retirement income life-long strategies, and retirement savings protection for retirees.

In this no-cost, no-obligation dinner event, we’ll discuss:

Government spending is at an all-time high. Tax increases are on the horizon. Are you looking for ways to increase your retirement income and reduce your tax liability? Then, this dinner event is for you! No-cost, no-obligation.

Learn:

How Taxes Affect Retirement

What higher taxes could do to your nest egg
Tax codes of today: what they mean to you
IRAs, RMDs, 401(k)’s, 403(b)’s and taxes
Proper retirement and tax planning

Market Volatility

Historical market trends – could they impact you?
Alternatives to “riding the waves” of the market
Retirement in a post-pandemic world
Risk analysis and risk tolerance

Maximizing Your Retirement Income

Financial products that may provide lifetime guaranteed income
Insurance vs. investments: how the rules differ
Key factors in choosing a tax-deferred income strategy
Selecting reasonable rates of return

Protecting Your Retirement - Now & In The Future

Protecting your money, no matter what happens in the market
Options for beneficiaries
Potential spousal income benefits
Methods to protect your principal from market loss

Why “Safe Money” Matters

The red line/green line graph & how it could change your overall retirement
Possible ways to enhance your income
Ways to protect and grow your money, tax-deferred
Market volatility and how to reduce its effects on your money

This session is offered exclusively to pre-retirees and retirees. Get informed and learn your options now. Looking forward to seeing you there!

Tom Watson

MT Ins Lic #0721940
CO Lic #510326
WY Lic #195247