2026 Is Coming - Is Your Retirement Account Exposed?

2026 Is Coming - Is Your Retirement Account Exposed?

(Please note this event is best suited for people between the ages of 45-65)

Come join us at Ruth's Chris Steak House for an eye-opening event about securing your retirement future! Learn how to protect your hard-earned savings from potential risks and uncertainties as we approach the year 2026. Something is coming in the year 2026 that will have a huge impact on retirement accounts, but no one's talking about it. Our expert speakers will provide valuable insights and strategies to safeguard your retirement account. Don't miss this opportunity to ensure a stable financial future for yourself and your loved ones.

TAX RATE RISK

• Why experts say tax rates could double

• How rising taxes may affect your retirement cash flow

• The “Catch 22” of 401k’s and IRA’s

• How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING

• The three basic retirement accounts

• How to accumulate dollars in the right types of accounts for future retirement income

• What’s better for you: tax-deferred or tax-free accounts?

• How to define a “true” tax-free investment

• When should you convert to a Roth?

• How IRA’s and 401k’s cause Social Security taxation

• Strategies to reduce or eliminate taxes in retirement

The information presented in this presentation should not be taken as personal financial advice. For personal financial advice be sure to consult with your Financial Advisor, Tax Advisor or Attorney. Any references to investments should not be considered an offer to buy or sell any particular security. Past performance is not a guarantee of future results. Life Insurance dividends are not guaranteed and are backed by the financial strength of the issuing company. Before purchasing a life insurance product, be sure to ask your sales representative about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives. Accessing policy cash value through loans and surrenders may cause a permanent reduction of policy cash values and death benefit and negate any guarantees against lapse. The amount that can be borrowed or surrendered will be affected by the surrender charges applicable to the policy. Loans may be subject to interest charges. Although loans are generally not taxable, there may be tax consequences if the policy lapses or is surrendered with a loan (even as part of a 1035 exchange). It is possible that the amount of taxable income generated at the lapse or surrender of a policy with a loan may exceed the actual amount of cash received. Surrenders are generally taxable to the extent they exceed basis in the policy. If the policy is a modified endowment contract (MEC), pre-death distributions, including loans, from the policy are taxed on an income-first basis, and there may also be a 10% federal income tax penalty for distributions prior to age 59-½. Investment Advisory Services are offered through P3 Wealth Management, Inc. and Financial Services are offered through P3 Financial Group, Inc.

Reserve your spot now!

Event Venue & Nearby Stays

Ruth's Chris Steak House, 6120 Poplar Avenue, Memphis, United States