You and your spouse or significant other, are invited to join us for

A Special LIVE Event: Tax Strategies for Protecting Retirement Income

Join Us On:
Tuesday, August 9th
at 6pm

Meet Us At: Killen’s Steakhouse
6425 Broadway St., Pearland, TX 77581

This LIVE EVENT, presented by Retirement Planners of Texas, will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income.

Enjoy a delicious meal as you discover:

The Tax Impact

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

In these challenging times, the Federal government has spent trillions of dollars more than in previous years. If taxes go up, do you have a plan? Join us for this informational live event.

 

We will also discuss:

Retirement Benefits: Tax-Free

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

Learn:

Strategies for Non-Taxable Retirement Income 

  • Potential insurance options for tax-free income 
  • Tax rules for various retirement savings methods
  • Using Long Term Care in your strategy
  • Legacy protection

And Discover:

Is Tax-Free Retirement Possible?

  • Could higher tax impact your retirement? 
  • Possible methods for maximizing your retirement income
  • Potential tax-free options for your money
  • The long term impact of low or no taxes on your retirement income

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

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 Jesse Dietz/Retirement Planners of Texas, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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