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Investment Advisory Services offered through Nestegg Wealth Advisors, LLC a Registered Investment Advisor. Insurance services offered through Nestegg Retirement Group, LLC. Nestegg Retirement Group and Nestegg Wealth Advisors are affiliated companies. Netstegg Wealth Advisors is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting, or tax advice.
Join us
Event Details:
Tuesday, May 12th @ 6:30 PM or
The Five01
501 Yacht Club Dr, Rockwall, TX 75032
Meet Your Presenter
Rick Lucas
President of Nestegg Wealth Advisors
Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees and teachers in matters of retirement and estate planning. Being an Investment Adviser Representative, Rick serves in a fiduciary role to all his clients while educating them on a new way to think about money and investing.
Rick has also developed a specialty in working with clients who want to grow and protect their wealth in a tax efficient manner and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to create lifetime income, as well as strategies that can help reduce the impacts of income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate by working closely with a network of CPA’s and Attorneys.
Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as “The best source of IRA advice.”)
Unlock the Future of Retirement: Taxes & the New OBBBA Explained
Join us for a private educational event to learn how the OBBBA may impact your retirement—both now and in the future—and discover strategies to help build a foundation of tax-reduction retirement income.
Thursday, January 15th or
Wednesday, January 21st
at 6:30 PM
Five Forks Branch Library
104 Sunnydale Dr, Simpsonville, SC 29681
Seating is limited, reserve your spot now!
THE NEW RULES OF RETIREMENT FOR A NEW GENERATION
Join us for a complimentary dinner and workshop where you will learn modern strategies to help protect your
retirement savings from taxes, market volatility,
inflation, and more.
Tuesday, May 12th or
at 6:30 PM
The Five01
501 Yacht Club Dr, Rockwall, TX 75032
Registration begins at 6:00 PM and the workshop will start promptly at 6:30 PM.
There is absolutely no cost or obligation to attend. This is a popular event and phone confirmation from our team is required. We will reach out after you sign up!
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
Why You Need to Attend This FREE Event
Ways to help defuse the tax time bomb in your retirement accounts
How to calculate your total taxes in retirement accounts such as IRAs and 401Ks – it's more than you think
Methods to help insulate yourself from the coming tax increases
Strategies to help decrease your IRS retirement fees (taxes) without sacrificing net income
Ways to help make your retirement assets work together holistically, reinforcing your retirement goals
How the One Big Beautiful Bill Act (OBBBA) will affect your social security and retirement outlook
Privately Catered
We will be workshopping real world examples. Come with your notebook, ready to learn. We can't have your mind distracted by hunger pains, so we'll be providing a catered dinner as part of the experience.
Seating is limited, pre-register now!
Safeguard your savings from market volatility with approaches designed to help preserve assets during uncertain times.
Build predictable and reliable retirement income that you can’t outlive.
Reduce taxes in retirement with proactive planning designed to help minimize current and future tax exposure.
Protect your legacy and loved ones by avoiding costly Estate Planning mistakes.
Maximize your Social Security benefits and minimize taxes on SS income.
Understand how new legislation may affect you and your retirement strategy.
Join us and discover how to:
Nestegg Wealth Advisors is not affiliated with the above organizations. There was no compensation to or from Nestegg Wealth Advisors to post the organization’s logos to this invitation. The organization’s logos should not be interpreted by an investor or potential investor as an endorsement of Nestegg Wealth Advisors, if engaged.
