HEAR FROM OUR SPEAKERS

• How to prepare for retirement income

• How to position your portfolios for a historic inflation performance

• How to strategically lower your tax brackets and increase your income

• How to maximize your corporate benefit options

DATE AND TIME:

Monday, September 12, 2022 @ 6:30p CST  

or

Tuesday, September 13, 2022 @ 5:30p CST   

at

Biaggi's Ristorante Italiano
320 Collins Road NE
Cedar Rapids, Iowa 52402

To join, please register in advance.

REGISTRATION OPTIONS:

Please click on the button below to register. You may also email Kelli at kelli.soll@balancedinvest.com or call (319)242-6444.

*Please bring your spouse, partner, or significant other who could also benefit from this seminar. We look forward to meeting you at Biaggi's!

TOPICS TO BE DISCUSSED:

Retirement Income and Estate Planning

• Can I afford to retire confidently in 2022? Or on my own terms in the future?
• How do I ensure that I do not run out of money during my lifetime?
• Healthcare is the single biggest retirement cost. How should I manage this risk?
• Goals-based planning approach for your simplicity, confidence and growth
• Retirement income planning and tax-efficient cash-flow distribution strategy
• How will you lower your substantial future tax liabilities due to different sources of income and required minimum distribution (RMD)?
• What are the ways in which assets pass at Death?

How to Maximize Your Corporate Benefits

• Determine how much to contribute to a savings plan on a before-tax basis, after-tax basis, or combination of both? Should I do Roth 401(k) contributions?
• What investment strategies should I consider for growth and income within 401(k), 403(b), 457, etc.
• Should you collect Social Security now or later? This is one of the most important decisions you will ever make. What year is best for you to begin this benefit?

How to Optimize Your Investments and Tax Strategies

• Guidance to position your portfolios for a historic inflation and performance
• Coordinate the distribution of pension income, social security benefits, and retirement investment distribution to minimize taxes
• Inventory of assets for tax-wise planning (IRA assets, stepped up basis, tax free assets)
• IRAs and Roth IRAs distribution and conversion strategies
• Receive an update on investment outlook for 2022

If you are interested in increasing your income, reducing your taxes, and leaving more to your loved ones and your community, you should join us!

Our company is comprised of a team of specialists, drawing on nearly one hundred years of combined experience. Our areas of expertise range from Corporate Benefits and Retirement Income Planning, to Estate Planning Strategies so that you have the right experts working for you to maximize your potential.

The thought of retirement can be overwhelming. Where do you begin? How much money will you need? More importantly, how will you continue to grow and give in the next phase of your life?

Without a clear vision for the future you want, it's all too easy to procrastinate and become frustrated. We have built our practice with people like you in mind to bring clarity, strategic thinking, and simplicity in the planning process: then, you can stay focused on what is important to you in life and enjoy the experiences along the way.

We will guide you through Actual Case Studies to ensure your learning is enhanced, and your opportunities and future challenges identified.