Join Us For Our no obligation complimentary dinner and insurance presentation:
Join Us
Monday, May 18th, 5:30 PM
Passador Brazilian Steakhouse
2355 Mansell Road, Alpharetta, GA 30022
One difficult factor to deal with when planning for retirement is the way the economic landscape changes frequently.
But so do laws; at the start of this year, we had new sets of laws take effect that could impact your retirement.
One example of this is tax laws. How do you think taxes will be different years down the line? What will Congress and the IRS do next? If you’re worried about potentially higher taxes in the future, we may have some information that could help you.
We’ll be discussing tax-free* income in our upcoming no-obligation complimentary dinner and insurance presentation.
“Strategies To Help With Taxes and Legacy”
Implications of Taxes In Retirement
- What happens to your retirement income if taxes go up?
- Current tax laws: how they may impact your income
- 401(k), IRA, and other retirement accounts
- Do you have plans for taxes in retirement?
Benefits of Tax-Deferred (or Potentially Tax-Free*) Retirement Strategies
- Protecting your money while it grows
- How to provide tax-free* income for your beneficiaries
- How to add flexibility and potentially tax-free* liquidity to your retirement strategies
Why Tax-Free* Income Options Matter
- How taxes can change your overall retirement picture
- Possible ways to enhance your income
- Ways to protect and grow your money, tax-deferred
- Can you retire tax-free?
Get informed and learn about your options now.
There is no cost or obligation when attending this complimentary dinner and educational insurance presentation, but you must register beforehand.
Register now to reserve your spot or call us at (678) 694-8770 to sign up.
Intelligent Financial Decisions Made Easy
Our Company
Gibbs Financial Group Lic #181551
Gibbs Wealth Management
GA Lic CRD# 281621
Bo Gibbs
GA Ins Lic# 564770
- 3980 Old Milton Parkway • Alpharetta, GA 30005
- 5555 Glenridge Connector, Suite #200 • Sandy Springs, GA 30328
- 125 Townpark Drive, Suite 300 • Kennesaw, GA 30144
- 1755 North Brown Rd, Suite 200 • Lawrenceville, GA 30043
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*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Investment advisory services offered through Gibbs Wealth Management, a Registered Investment Advisor in the state of Georgia. Insurance products and services offered through Gibbs Financial Group. GWM and GFG are affiliated companies.
Investment advisory services offered through Gibbs Wealth Management, a Registered Investment Advisor in the state of Georgia. Insurance products and services offered through Gibbs Financial Group. GWM and GFG are affiliated companies.