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Upcoming Events

Taxes, Inflation, and Market Volatility

How to Potentially Reduce Taxes and Take Advantage of the Current Market Enviornment

  • Market downturn, inflation, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

  • Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation.

  • It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

  • If you would like more information on how to potentially maximize your retirement income in this current environment, this workshop is for you.

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Attend This Workshop And Learn:

  • How to reduce or eliminate retirement and estate taxes

  • ​​Financial strategies that could increase your retirement income and last a lifetime

  • ​​How to deal with the current market volatility and inflation

  • ​​How to structure your retirement savings so you never have to worry about running out of money

  • ​​​Common misconceptions about retirement planning

  • ​​​Tools and methods available to retirees to help develop a retirement tax strategy

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Sign up today at the locations below!

Estate Planning

Learn How to Protect Your Estate and Reduce Taxation on Your Assets

  • Most Americans fear going through probate and dealing with estate taxes. Do you have an estate plan?

  • Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens’ inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

  • If you would like more information on how to protect your assets while passing on your estate in a safe and tax efficient way, this workshop is for you.

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Attend This Workshop And Learn:

  • How to protect your assets and reduce taxation

  • How to avoid probate

  • The difference between revocable and irrevocable trusts

  • ​How to control who gets what, when, and how

  • Common misconceptions about estate planning

  • Strategies and methods available to retirees to help develop an estate plan

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Sign up today at the locations below!

RetirePath

501-904-5858 | info@retirepath.net

11300 N. Rodney Parham Ste. 120

Little Rock, AR 72212

5310 W. Village Parkway

Rogers, AR 72758

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Disclaimer

Advisory services are offered through RetirePath Wealth, LLC, an Investment Advisor in the State of Arkansas. Insurance products and other services are offered through The RetirePath Agency, Inc. and/or RetirePath Property and Casualty, LLC, affiliated companies. All content is for informational purposes only, it is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future based performance or indication of future results. Purchases are subject to suitability, which requires a complete review of investor’s objectives, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. RetirePath Wealth, LLC, The RetirePath Agency, Inc., and RetirePath Property and Casualty, LLC are not affiliated with or endorsed by Social Security Administration or any government agency. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.

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