Retirement Tax Planning for High Net Worth Families
THE GOLDEN WINDOW
Retirement Tax Strategies
for Ages 59½ to 70
There is a “Golden Window” for tax planning.
It could be your last great opportunity to
reduce taxes for the rest of your life.
There’s a very specific window of opportunity in early retirement.
For many, it’s from age 59½ to 70 — or close to those ages.
✅ After the paychecks stop.
✅ Before Social Security kicks in.
✅ Before RMDs.
This is when you may have the most control over your taxes — and the biggest opportunity for tax strategies that could significantly lower how much you’ll pay in taxes over the rest of your life.
The more you’ve saved, the more important this is.
Higher net worth families with $500,000 up to several million saved are the most likely to face tax headaches during retirement. And stand to gain the most from effective tax strategy.
Retirement isn’t just about how much you’ve saved. It’s about how much you keep.
And without effective tax strategy:
❌ Withdrawals could push you into higher tax brackets.
❌ Up to 85% of your Social Security could become taxable.
❌ Investment income could trigger hidden tax increases.
❌ Required distributions could create forced tax bills.
The result? You end up paying far more in taxes than necessary.
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“Taxes are often the biggest silent expense in retirement.”
— MarketWatch
… And 46% of recent retirees wish they’d better prepared for taxes, according to the Retirement Income and Tax Planning Consumer Survey.
Don’t let that be you!
Join us for a complimentary tax-planning class plus Q&A discussion.
Discover some of the biggest tax risks facing retirees today — and tax strategies designed to help you to mitigate how big of a chunk taxes will take out of your retirement savings.
You’ll learn:
✅ How retirees take more control over taxes.
✅ Simple strategies to avoid overpaying.
✅ The “Tax Time Bomb” and how to avoid it.
The good news is that you could have more control over taxes in retirement than at any time during your working life. It starts when you attend this no cost, no obligation class, taught by Nicole Norris, a financial advisor with Asset Strategies.
UPCOMING DATES
OMAHA
📅 Date: Wednesday, October 21st
🕕 Time: 10:00am or 5:30pm
📍 Location: ESU#3
6949 S 110th St, La Vista, NE, 68128
LINCOLN
📅 Date: Tuesday, October 27th
🕕 Time: 10:00am or 5:30pm
📍 Location: Ortner Center
@ Union Adventist University
4880 Prescott Ave, Lincoln, NE 68506
These dates don’t work?
RSVP as interested in future workshops.
Classes run roughly 75 minutes.
Light refreshments provided.
Hosted by Asset Strategies.
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Taught by Nicole Norris,
A Licensed Financial Advisor with Asset Strategies
Nicole Norris is passionate about helping people understand their finances and investments.
Before joining Asset Strategies, Nicole was a client for 15 years. She was so inspired by the level of guidance, education, and support she got as a client, she decided to join Asset Strategies as a financial advisor, to help others like she’d been helped.
Today, as a licensed Financial Advisor and Investment Advisor Representative, she helps empower clients with the knowledge and tools they need to make a financial plan that works for them.
After helping clients navigate the complexity of retirement finances and taxes, she’s especially excited to share the strategies she’ll be covering in this class.
Outside of work, you can find Nicole running, cooking a fun new recipe, reading, traveling, or enjoying slow moments with her family.
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Here’s what you’ll discover in this class:
‼️ 3 Major Tax Risks Retirees Today Could Face: Including how you could trigger a “Tax Time Bomb” when Uncle Sam starts requiring you to start withdrawing money from your 401(k) or IRA — and finally pay the taxes you’ve been putting off.
✅ 3 Big Tax Strategies For Your Retirement Savings: If your goal is to reduce the total amount of your retirement money you’ll pay to the IRS, these strategies could help. At the very least, they could help you avoid expensive tax mistakes.
➡️ Plus Why Financial Planning Gets So Much More Complex After You Retire: Wealth-building strategies for your working years won’t cut it anymore — and could actually work against you!
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Who should attend?
This event is designed for you if:
✅ You have $500,000 to several million saved for retirement.
✅ You’re age 59½ to 70 (or close).
✅ You want to avoid unnecessary taxes in retirement.
✅ You’re not 100% confident in your current strategy.
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Seating Is Limited
This is a live, in-person class with limited seating, hosted in private classroom settings in Omaha and Lincoln, Nebraska.
We’re keeping each class small to maximize the value you receive.
Once the room is full, registration closes.
We expect the presentation to last up to about 60 minutes, followed by a 15-minute Q&A and conversation.
👉 If you’re at all worried about paying too much in taxes in retirement… This is worth attending.
Why Asset Strategies?
2,000+ Clients in 48 States
Offices in Omaha & Lincoln, NE
Founded in 2002
We help clients:
- Build Your Financial Foundation
- Invest Strategically
- Develop A Clear Retirement Plan
- Plan to Minimize Taxes
- Safeguard Your Family & Legacy
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RSVP Now
Reserve your seat today:
- No cost to attend
- No obligation
- Educational and informational
You can also RSVP:
- By Phone: (402) 242-6440
- By Email: info@as-ne.com
This class is specifically designed for members of the public who are not yet working with an Asset Strategies financial advisor. Current clients are welcome to attend, though you may find the information covered to be redundant to what’s being covered in your regular reviews. You are also welcome to reach out to your advisor for a personalized conversation about how these strategies may apply to you.
This educational event presented by a licensed financial advisor with Asset Strategies. No products will be sold at the event, and no individualized financial advice may be provided.
At the conclusion of the event, if you’d like to discuss how any topics covered apply to you personally, you may schedule a no-cost, private visit with a financial advisor.
This class is sponsored and presented by Asset Strategies, and is not affiliated with or endorsed by the host venues, Educational Service Unit (ESU) #3 or Union Adventist University.
