Schedule Your Meeting

Seminars & Events

Schedule Your Meeting Below!

Tax-Smart Retirement Planning

We will explain the latest IRA/401 (k) rules and tax- saving strategies, along with common mistakes that can be avoided.
We will discuss:

  • Why taxes may be the biggest retirement risk you haven’t planned for. You’re being asked to “Shoulder the Burden” of higher taxes. What are your options?
  • How you may be able to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
  • Learn to protect your assets from getting eaten up by long-term care and healthcare costs.
  • How to identify the right tax choices today that can save you hundreds of thousands of dollars in retirement.
  • Ways to lessen your future tax burden of Required Minimum Distributions (72) now.
  • How you can benefit from recent tax legislation to reduce your taxes.
  • Estate Taxes are going to back to “historical norms,” what does this mean for you?
  • Learn to take advantage now of a 2-6 year tax window.
  • How to transfer assets and create a legacy tax efficiently.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

Old Oyster Factory Restaurant

101 Marshland Rd
Hilton Head Island, SC 29926

06/22/2021

6:00pm

Email:
priscilla.johnson@simplystatedrs.com
jay.johnson@simplystatedrs.com
Phone:
Main: 843.960.0080

Physical Address:
158 State St, Suite B
Bluffton, SC 29910

Mailing Address:
P.O. Box 1260
Bluffton SC 29910
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. Our firm is not affiliated with the U.S. government or the federal Medicare program.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Simply Stated Retirement Solutions are not affiliated companies.

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 of benefits, safety, security, 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. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

This information is not affiliated with or endorsed by the U.S. government or the federal Medicare program. By submitting this form, you will be contacted by a licensed insurance agent.

310029