Session Available

2025 Promises To Be An Historic Year In Tax And Budget Policy.

The FIVE Tax-Free Strategies

To Fortify Your Retirement!

Don't miss your chance to learn tax strategies that could potentially reduce your taxes in retirement.

Fortify Your Retirement Income Nest Egg

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars

join us for an Virtual Presentation that will provide you with the tools you need to help disinherit the IRS from your retirement accounts.

After this class, you’ll be able to make informed financial decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.

Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That's why we offer all attendees the opportunity for a one-on-one appointment with the presenter.

Annuity Owners, You Will Learn...

How the 2017 Tax Cuts and Jobs Act of 2017 is set to expire at the end of 2025 and how these could alter your retirement plan.
Five possible tools and strategies available to retirees to help develop a retirement tax strategy
Strategies to help protect yourself against the taxation of your Social Security income
The SECURE Act 2.0 and what the new legislation means for you
Understand the recent changes to Required Minimum Distributions and ways to avoid costly penalties.

About the Presenter

Brent Worthington

Senior Advisor

Viaquest Financial Group derives its name from the word, Via, meaning path and the word, Quest, meaning pursue. “Pursue Your Financial Path” is our motto and our philosophy – a philosophy that incorporates a needs based analysis to create a unique solution for the client. So how do we do that? By taking your concerns one step at a time, from most critical, to least critical, with Education as a foundation, so you can make the most informed decision possible. Every client’s financial path is supported through a relationship of trust and a commitment to service.

The added value that sets ViaQuest Financial Group apart from our competition is the level of experience and the collection of knowledge that is available to all ViaQuest clients. In addition to the relationship you have with your ViaQuest professional, there is a team of accomplished financial advisors and competent staff contributing to the success of your financial path

Texas State License Number: 1232868

This is an educational presentation, no products will be sold. No Agents, Brokers, or Advisors Permitted.

Any references to protection benefits or steady and reliable income streams in this document refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Fixed insurance products may be subject to fees, surrender charges and holding periods which vary by insurance company.