Presents:

Move Your Retirement Funds from 'Forever Taxed' to 'Never Taxed'

It’s how much you keep that counts – AFTER taxes. Back by popular demand, IRA Expert Ed Slott will show you how to keep more and pay less. He combines his extensive IRA tax knowledge with humor and stories that everyone can relate to. 

Join your host and Elite IRA Advisor, Frank Oliver, along with nationally-renowned speaker, Ed Slott, for an entertaining and informational webinar to find out what you need to know in order to help protect your savings from taxes.

Spots are limited. Sign up today to reserve your virtual seat! No charge to attend!

Tuesday, September 29 at 6:00 p.m. MDT

Newly enacted tax rules effective NOW!

These are major changes that affect your retirement planning. Retirement savings now make up a substantial portion of a person’s net worth--- but these funds have not yet been taxed. Learn what to do NOW to reduce or eliminate the big tax hit later!

"Taxes will be the single biggest factor that separates people from their retirement dreams."

– Ed Slott

Join us for a powerful webinar where we will cover newly enacted tax rules affecting your retirement plans and new strategies to keep more of your hard-earned money. 

In this must-attend webinar, we'll discuss:

Please fill out the form below to register for this informative webinar.

• How to move your retirement funds from forever taxed to never taxed.
• How to avoid “stealth taxes” that can quickly wipe out your savings.
• Who is most at risk of losing their IRAs to needless taxes.
• What could be the single biggest benefit in the Tax Code.
• New rules for taking required minimum distributions.
• More options for contributing to IRAs .
• Elimination of the stretch IRA – planning options to consider now .
• New opportunities for Roth IRAs.
• New ways to provide larger inheritances with less tax.
• How to avoid 3 of the BIGGEST RISKS to your retirement savings.
• And much more!

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• How to take advantage of the latest tax laws.
• New planning opportunities/solutions with RMDs.
• Have more, keep more, make it last.
• Larger inheritances, with more control and less tax.
• Protect your retirement savings from the 3 biggest risks to your retirement savings.
• How to take advantage of today’s low tax rates.
• Steps to protect your retirement savings now before taxes go up.
• What to do now to avoid the big tax increase that’s coming.
• Someone will be paying for the $2 Trillion we just handed out.
• How to take advantage of this historic window of opportunity and protect your money from increasing taxes.

Attendees are eligible to receive a complimentary copy of Ed Slott's "Retirement Decisions Guide" to help guide you along your retirement journey!

While supplies last.

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, best-selling author and president of Ed Slott and Company, LLC. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020). He also hosts the popular website irahelp.com as a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBUSINESS, NPR and Bloomberg. 

Frank E. Oliver, III is the Founder and CEO of Oliver Asset Management, Inc., a specialized financial firm providing customized retirement strategies located in Colorado. Frank’s extensive education and experience working with hundreds of clients over the last 18 years positions him to have very clear insight into efficient planning procedures.

Along with creating the T.I.M.E Financial Management Systems, Frank is a member of the nation’s most exclusive group of financial advisors – Ed Slott’s Master Elite IRA Advisor Group. This advanced education creates a higher level of sophistication regarding retirement planning and gives Frank access to the most up-to-date research on IRA transfers and minimizing tax erosion for his clients and their heirs. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced social security strategies, greatly aiding him in designing stronger retirement plans.

Acting in a fiduciary capacity, Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.

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Advisory services offered through Change Path, LLC a Registered Investment Adviser. Change Path, LLC and Oliver Asset Management are unaffiliated entities

Oliver Asset Management

1729 Terry Street

Longmont, CO 80501

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional advice for applicability to your personal situation.