Complimentary Workshop at the Liberty Community Center

Optimizing Your Tax Strategy

Tax-Efficient Retirement Strategies To Help Safeguard Your Retirement Income From Over-Taxation

Event Details

Liberty Community Center

1600 S Withers Rd, 

Liberty, MO 64068

Thursday, July 29 from 6:00 p.m. to 7:00 p.m.

Seating is limited. Nothing will be sold at this event and there is no charge to attend!

It's easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?

Retirement has never been so challenging to prepare for. On top of economic and market uncertainty, many are unsure what the future may hold for taxes due to recent legislation and historic pandemic relief. Many experts say there's nowhere to go but up*. Join us for a complimentary workshop at the Liberty Community Center where we will discuss the following important topics:

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  • What's changing for tax laws in 2021.
  • 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 to lock-in historically low tax rates now, before taxes increase.
  • Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • The effect inflation, Social Security and Medicare can have on your retirement.
  • And MUCH more!

This is an informational event. No products will be discussed and nothing will be sold at this event.

Do you have a retirement tax strategy in place?Don't miss this information-packed event!

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YOUR PRESENTER

Matthew Schuller

Matthew Schuller wants to help people understand how their money is working for them and be informed about the importance of retirement planning. Matthew is a Fiduciary and a published Author for Kiplinger Financial Magazine.


Matthew spends some time traveling the country each year consulting and educating others on his Trademarked retirement process. He knows how important having a solid retirement plan is on a personal level because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice. He doesn’t want another family to go through what some of his loved ones have gone through.


​When he’s not at work, Matthew enjoys spending time with his wife, Ali, and his two boys, Beckett and Hudson. He also loves coaching, running, cheering on his Iowa Hawkeyes and doing remodeling projects.

© 2021 Retire For L.I.F.E. – All Rights Reserved


¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.


*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html


**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.


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.


The 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. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov.


Advisory Services offered through Change Path, LLC an Investment Advisor. BrightPath Wealth Management and Change Path, LLC are not affiliated.