Taxes, Inflation and Market Volatility Seminar with Retirement Solutions

✔️ Deep dive into the latest IRA rules and regulations, ensuring you stay ahead of the curve.

✔️ Unlock proven tax-saving strategies to optimize your retirement funds and minimize tax burdens.

✔️ Avoid common, costly mistakes that could derail your financial goals.

✔️ Strategies to safeguard and maximize your income throughout retirement, ensuring you never outlive your savings.

✔️ Insider tips on navigating the complexities of a 401(k) rollover with confidence.

✔️ How a strategic Roth conversion could potentially save you thousands in taxes over the long term.

✔️ Crafting a personalized distribution plan to preserve and grow your wealth.

✔️ The transformative potential of charitable giving, including how it can be leveraged to minimize taxes and amplify your financial objectives.

Scott is the second of five boys and grew up in Utah County. He graduated with his bachelor’s degree in business management from Utah Valley University. Since 2000, Scott has worked in the health insurance and financial services world with the goal of providing independent and innovated financial strategies for retirees and pre-retirees, as well as providing excellent customer service.

Scott is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. Scott has a passion for helping people obtain their retirement goals and provides the most effective retirement options and highest quality of care to each individual client.

Scott and his wife Angie have three great kids, Kylee, Brad and Gage. When not taking care of his clients, Scott loves to spend time with his family doing something outdoors. His hobbies include snowmobiling, mountain biking, camping, riding ATVs and boating.

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The new IRA/401(k) contribution limit increase for employees and other retirement savings options.

Find the silver lining of opportunities for your life savings.

How the SECURE Act 2.0 updates will impact your retirement accounts.

If your advisor is not keeping up with the times you are going to be lost.

Retirement changes for 2024: Learn how to optimize your retirement funds and minimize tax burdens to maximize your savings.
Change seems like a daily occurrence.

These are just a few essential points covered in this EXCLUSIVE IN-PERSON presentation!

During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors

are going to fix retirement.

No agents/brokers/advisors permitted. Please no attendees under the age of 50. Investment advisory services offered through Retirement Solutions Investments,

a Registered Investment Advisor in the state of Utah. Insurance products and services offered through Retirement Solutions, Inc., a Licensed Insurance Agency.

Retirement Solutions Investments, Inc. and Retirement Solutions, Inc. are affiliated companies. Insurance and annuity product guarantees are subject to the

claims-paying ability of the issuing company. Not affiliated or endorsed by the Social Security Administration or any other Government agency.

Taxes, Inflation and Market VolatilityWorkshop

Save Your Seat!

Learning Objectives:

PRESENTED BY SCOTT B. WHARTON

When?

Where?

Why Attend Our Seminar?

Seminar: an in-person presentation that allows participants to come together for an educational conference to gain insight and information on topics of interest.

Any Questions, Please Reach Out to Us!