Complimentary Dinner at Land Ocean Restaurant in Meridian, ID 83642

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Personalized Experience: Your insights from the survey will allow us to tailor the evening to suit your interests and concerns about retirement.
Meal Selection: After you register, we’ll give you a call to discuss your meal preferences, ensuring that your dining experience is enjoyable and satisfying.

Ready to Register?
Simply fill out the survey linked below, and we’ll take care of the rest!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s changing for taxes and Social Security in 2024¹.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
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.
Understanding other potential tax risks that may derail your retirement and you may be able to avoid them.

Do you have a retirement tax strategy in place?

Don’t miss this information-packed event!

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to manage your tax exposure and help increase your retirement income.
Understanding tax laws² and how they may impact your retirement income³.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How to create a customized retirement income & tax minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Owen Tennyson | The Tennyson Group

Owen Tennyson is the founder of Idaho Brokerage House and the President of the Tennyson Group. Owen believes each client views the future differently and has different retirement income needs and goals. Communication is the key to not only unlocking the correct path to reaching those goals, but also to keeping the clients on the right path to obtain their desired future.

Owen believes that at the center of a successful retirement is a comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each client and everyone’s unique needs and visions of the future. Each of his clients is given watchful attention, monitoring their progress and adjusting, as necessary, for an always-changing economic climate.

Owen is currently working to help the children in Don Juan, Ecuador. Currently, with the assistance of a partner, he is working toward opening a non-profit in Ecuador to assist more children with education and needs. In his free time, Owen enjoys golfing and fishing with his kids, as well as camping, hunting, and hiking in the mountains.

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and the Tennyson Group are not affiliated companies. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.