Complimentary Dinner at Scelto Restaurant in Sandy, UT

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Scelto Restaurant
849 East 9400 South,
Sandy, UT 84094

Dinner:
Tuesday, June 11th at 6:30 pm
Wednesday, June 12th at 6:30 pm

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Scelto Restaurant. 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 changed for taxes and Social Security in 2023², and what to expect in 2024.
  • 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 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 to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
  • Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
  • And much more!

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

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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 laws³ and how they may impact your retirement income¹.
  • 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 Presenter

Grace Nicholson, Founder of Akamai Advisors

Grace Nicholson has dedicated the last 10+ years to increasing financial literacy and helping her clients make the best financial decisions for their future. Grace builds trust with clients by always putting them first. We take a holistic approach that goes beyond the client’s financial portfolio, by identifying what is most important to you, determine if your current plan is in alignment with those goals, or off track, and making a plan to get where you want to be. You should know what you have, how it works, and what it does for you.

Grace’s proficiency in the areas of Income Optimization, Insurance, Investments, Long-Term Care planning, and Tax strategies can help you be as efficient as possible for your own life and for your beneficiaries.

Securities 65 licensed – Investment Adviser Representative

Licensed for Insurance in ID, UT, HI, MO, OR, NM, AZ, OR, WA

Cristie Stone, Insurance Professional

Cristie Stone has specialized in insurance and retirement planning for over a decade. Her passion for her work comes from the desire to help people have peace of mind and security throughout their lives. Cristie enjoys helping families through some of the most difficult times to take some of the stress off the family.

Cristie’s husband, Jim, serves in the military and plans to retire after 20 years. She is a proud mom of four. Their youngest daughter is in college, and their youngest son is still living at home, finishing high school. Her two older children have families of their own and are pursuing their own careers. She is a dedicated mother, wife, and servant in the Pocatello community filling important roles including president of the local soccer club. This initiative helps facilitate club soccer to over 2,000 kids in the area, striving to keep the sport affordable and accessible.

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¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

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.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.

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