Complimentary Webinar for Greater Atlanta Baby Boomers & Seniors
Sign up today! No charge to attend.
Optimizing Your Tax Strategy
Reserve Your Spot!
Reserve Your Spot!
Gain Control of Your Taxes in Retirement
SPOTS ARE LIMITED.
If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don't want to miss the opportunity to learn about:
How Biden's proposed tax laws may impact your retirement income.
What's changing for taxes and Social Security in 2021.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How to lock-in historically low tax rates now, before taxes increase.
Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
And so much MORE!
This workshop combines three empowering elements & takeaways:
Actionable Next Steps
An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.
All attendees are eligible to receive a complimentary retirement snapshot analysis to review your current plan for retirement income!
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Webinar Dates & Times
Registration Closes In
- Tuesday, March 23rd at 12:00 p.m. EDT
- Tuesday, March 23rd at 6:00 p.m. EDT
- Wednesday, March 24th at 6:00 p.m. EDT
Every webinar attendee has the opportunity to book a complimentary consultation to discuss any questions or concerns they may have about retirement. Those who attend a post-webinar consultation will receive a signed copy of "The Road Less Traveled: Turning Your Retirement Worries into an Excursion of a Lifetime", as well as informative reports that can help increase preparedness for retirement.
About Your Host
As president and co-founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies.
For nearly 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to make sure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues. He serves his clients with integrity and they’re always the priority of the plan.
As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals.
Mark has 3 adult children, 4 grandsons and 2 granddaughters. He is an ordained elder and is involved in international mission work.
Mark Fricks, RFC®️, ChFEBC℠ President & Co-FounderInvestment Advisor Representative
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¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
The presenter of this seminar is not licensed to give advice regarding individuals’ tax situations. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment 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 legal advice for applicability to your personal situation.
Licensed Insurance Professional. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. 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 presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.