Plan Well, Retire Well Complimentary Dinner Event

1410 4th Street Drive Northwest,Hickory NC 28601

11 August, 2022

Description

You've worked. You've planned. You've saved. Now what? Learning how to avoid costly mistakes may be the best investment you can make. You are invited to an informative dinner event at Fourk for area residents who are retired or nearing retirement. Enjoy a complimentary dinner served after the presentation. Local financial advisor, Justin Dean, will discuss his techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Join us to learn about these important retirement issues, including: How you may be able to reduce or eliminate some Social Security taxes, IRA taxation and income taxesWays to help reduce your risk in a volatile market and protect assets against lossHow the end of two popular Social Security filing strategies could impact your future distributionsMethods that may increase benefits and provide more lifetime income throughout retirementStrategies that plan for you to be able to take enough out of saving each year to continue your current lifestyle, but not so much that you run out of moneyHow the biggest tax law change in the past 30 years may impact you and your spouseWays to use tax-efficient strategies for your IRA and avoid losing up to 70% of your IRA to federal and state estate taxes and income taxesSeating is very limited! Register now to guarantee your reservation. Disclaimer: Investment advisory and financial planning services are offered through Alphastar Capital Management LLC, a SEC registered investment adviser. Dean Financial LLC and Alphastar are separate and independent entities. 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