Informational Seminar at Bess Johnson Elkhorn Branch – Omaha Public Library in Elkhorn, NE
Minimizing Taxes in Retirement
What Retirees Need to Know About Roth Conversions, IRMAA, and the Potential Cost of Doing Nothing
EVENT DETAILS
Bess Johnson Elkhorn Branch – Omaha Public Library in Elkhorn, NE
2100 Reading Plz
Elkhorn, NE 68022
Event Options:
– Tuesday, August 11 at 6:00 p.m.
– Thursday, August 13 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Preparing for retirement has never been so challenging. If you've saved $500,000 or more for retirement, the tax decisions ahead may shape what you actually keep. Join us for an enlightening presentation at Bess Johnson Elkhorn Branch. 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:
What’s new and changing for taxes and Social Security in 2026.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies, like Roth Conversions, that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits.
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may disrupt your retirement plans and how you may be able to avoid them.
And much more!
RESERVE YOUR SEAT
Designed for pre-retirees and retirees age 55+ who have saved at least $500,000 for retirement.
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Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
What We'll Cover
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 help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
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 you may be able to create a customized retirement income.
With 2026 tax changes in motion and several time-sensitive planning windows — particularly Roth conversions before required distributions begin — timing matters. Attend and leave with a clearer framework for the tax decisions ahead of you.
These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Seating is limited.
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*This event was not sponsored by or is affiliated with the Omaha Public Library System.
Presented by Scott Lautenbach. Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, Trinity Financial Group and Taxes Declassified are unaffiliated companies. Licensed Insurance Professional.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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.