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Optimize Your Tax Strategy to Minimize Your Taxes in Retirement

Don't let the IRS take more of your Hard-Earned Retirement Money

Don’t give the IRS any more than you have to. with potential legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us to learn about the latest strategies to help you maximize your retirement nest-egg, protect your assets, reduce market risk and possibly lower your taxes.

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Event Details

Lucky Fins
801 W Main St
Suite 107
Boise 83702

Tuesday March 28th @ 6:00 pm
Wednesday March 29th @ 6:00 pm

While seating is limited we allow you to bring one guest.
There will be nothing sold and no charge to attend!

WHY ATTEND?

This workshop combines these
empowering elements:

  • Actionable Strategies

    Help you develop a plan for your retirement income that may help you reduce your tax exposure, which provides more money for investing.

  • Expert Advice

    Information will be provided by a licensed and trained advisor, who will thoroughly explain the information in an entertaining, engaging and easy to comprehend presentation.

  • Reduce Market Risk

    Showcase investments that provide more security in a volatile market.

Date you would like to attend:

Join us for a special presentation at Lucky Fins while we discuss the steps you can take now that can better prepare you for retirement.

The potential changes to taxes and Social Security in 2023², the impact of those proposed changes and why taxes may be one of your biggest retirement expenses without a proper plan in place.

• Steps you can take to protect your savings from unnecessary “retirement taxes.”

• Steps you can take to create tax-free retirement income as well as potentially lower your tax bracket in retirement.

• Steps to lock-in historically low tax rates now, before proposed tax changes³ go into effect.

• Steps to plan for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement and learn of potential tax risks that may derail your retirement and how you may be able to avoid them.

• In addition how market volatility and rising inflation may have an effect on your retirement income¹, Social Security strategies to help minimize taxes on your benefits.Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.

Presenter

Owen Tennyson Started his professional career as the Vice president of a single discipline Mechanical Engineering firm here in the Treasure Valley.  He has since owned and operated several companies and found his niche and love in helping people.  As the Founder and CEO of the Tennyson Group and Idaho Brokerage House, Owen has taken his pragmatic view of investing and protection of assets to meld together his investing philosophy.
 
Mr. Tennyson has been working with people during and before their retirement for over ten years now.  Upon Finding Motiv8 Investments and their unique 8 Elements of Financial Control process, he knew he had found a process that would help his clients understand their own wants and needs during retirement and how best to achieve those results.  
©THE TENNYSON GROUP | All Rights Reserved.

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory services are offered through Motiv8 Investments which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. 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