Join us for a must-attend dinner event on the "One Big Beautiful Bill"—Major changes. Massive opportunities.About this Event
Come learn how the One Big Beautiful Bill could impact your retirement—and what you can do to protect your income, reduce future tax burdens, and avoid costly legislative surprises. You and a guest are invited to attend a very special presentation for local residents ages 55 and over. This informative and entertaining event is by invitation only and fills quickly. This educational seminar is ABSOLUTELY FREE with no obligation, and nothing will be sold. You will leave with valuable information you can act upon immediately. Join us for a must-attend dinner event on the "One Big Beautiful Bill"—Major changes. Massive opportunities.
HERE'S WHAT YOU NEED TO KNOW:
• Unlock a NEW $6,000 Tax Saving Just for Seniors— Starting 2025! Most retirees have never even heard of this opportunity. If you miss it, that money is gone for good.
• Larger Standard Deductions—Now Easier Than Ever to Lower Your Taxable Income. Failing to take advantage could mean overpaying the IRS—while others your age keep more in their pockets.
• New Tax Law + SECURE Act: The Rules Have Changed. Are You Prepared? What worked five years ago may now cost you thousands. Don’t wait until it’s too late to adjust.
• Will your children lose 37% or more of your IRA to taxes under the SECURE Act? Without planning, the government— not your family—could inherit the largest share of your savings.
• Delaying withdrawals could mean bigger tax hits— are you prepared? Waiting may feel safe, but larger withdrawals later could push you into higher brackets—costing you more than you ever saved.
• Pay less tax on Roth conversions before the window closes. This tax break is temporary—once it’s gone, it’s gone. Missing it could cost you years of tax-free growth.
• Don’t let your surviving spouse face an unexpected tax bomb. One overlooked detail can double your spouse’s taxes. You can protect them now—or leave them exposed later.
• Turn taxes into charitable gifts—while retaining control and future use of funds. Give smarter and reduce taxes at the same time. Wait too long, and that opportunity disappears forever.
*Event is for those age 50 and over
Event Venue
The Yacht Club at Tellico Village, 100 Sequoyah Road, Loudon, United States
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