For Omaha-Area Retirees and Pre-Retirees
3 Retirement Tax Strategies for $500k+ Savers
The more you’ve saved…
The more expensive taxes could be in retirement.
Join us for an educational workshop plus roundtable discussion.
Discover tax planning strategies that could help you minimize taxes due.
✅ How retirees take more control over taxes.
✅ Simple strategies to avoid overpaying.
✅ The “Tax Time Bomb” and how to avoid it.
No cost. No obligation. Free educational presentation.
📍 Location:
Asset Strategies
14450 Meadows Blvd.,
Omaha, NE 68138
📅 2 Dates Available:
Wednesday, May 6th
Thursday, May 7th
🕕 Time: 6:30pm
Light refreshments will be provided.
⚠️
Too many retirees ignore taxes… Until it’s too late!
You did the hard part. You saved. You invested. You built your portfolio. You spent years doing all the right things, to save this much.
But here’s what many people don’t realize:
Retirement isn’t just about how much you’ve saved. It’s about how much you keep.
And without a plan:
- 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 could pay far more in taxes than necessary.
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Here’s what you’ll discover at this event.
✅ Strategy #1: Withdrawal strategies to reduce lifetime taxes.
✅ Strategy #2: Methods for tax-efficient income in retirement.
✅ Strategy #3: How to avoid common tax traps that impact retirees.
PLUS:
➡️ Surprising tax changes after you retire.
➡️ Why timing matters more than most people think.
➡️ “Hidden” taxes every retiree should know about.
👥
Who should attend?
This event is designed for you if:
✅ You have $500,000+ saved for retirement.
✅ You’re within 10 years of retirement (or already retired).
✅ You want to avoid unnecessary taxes in retirement.
✅ You’re not 100% confident in your current strategy.
Why Asset Strategies?
About Asset Strategies:
- Founded in 2002
- Over 2,000 clients in 48 states
- Offices in Omaha and Lincoln, Nebraska
We help clients:
- Secure Your Financial Foundation
- Invest Strategically
- Build A Clear Retirement Plan
- Plan to Minimize Taxes
- Protect Your Family & Legacy
🎫
Seating Is Limited
This is a live, in-person event with limited seating, hosted privately in our office.
We’ll start with a 30-minute, value-driven presentation. Followed by a 30-minute roundtable discussion, to address your questions directly.
We’re keeping it small to maximize the value you receive.
Once the room is full, registration closes.
👉 If you’re even thinking about retirement… This is worth attending.
🙋
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: [email protected]
This is an 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.
