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Complimentary Seminar: “Understanding Tax-Free Retirement Options”

It’s hard to predict how the economy could look in the coming years. Could government spending cause a tax increase?

If you’re worried about taxes being higher in the future, you wouldn’t be alone. This concern isn’t unfounded. And, while we can’t predict what’ll happen as it pertains to taxes, we can do certain things to prepare. 

Whether you think taxes will increase in the future or not, you’re likely interested in the idea of tax-free or tax-deferred retirement income options. If so, then you’re in luck: 

Complimentary Seminar: “Understanding Tax-Free Retirement Options”

Tuesday, June 11th at 6:00pm at Ruth’s Chris Steak House WAITLIST ONLY
Charlotte – SouthPark 6000 Fairview Road, Charlotte, NC 28210
5:45pm Arrival Time


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We'll Discuss:

Implications of Taxes In Retirement

Why Tax-Free & Tax-Deferred Income Options Matter

Tactics For a Tax-Deferred (Potentially Tax-Free) Income

Benefits of Tax-Deferred (or Potentially Tax-Free) Retirement Strategies

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There is no cost to attend this complimentary educational event, but you must register.

This session is offered exclusively by Grady Group Insurance & Financial Services.

Register now to be added to the waitlist or call us at (844) 472-3947. This event will be held on Tuesday, June 11th at 6:00pm at Ruth's Chris Steak House in Charlotte – SouthPark (6000 Fairview Road, Charlotte, NC 28210.)

Get informed and learn your options now.

Fill out the form below to RSVP.

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Brendan Grady/Brian Grady/Henry Ingier/Todd Ingier/Katie Grafrath/Mark Sortman/Joel McNinch/Grady Group Insurance & Financial Services, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Grady Group Inc.), a SEC Registered Investment Advisor. Insurance products and services are offered through Grady Group Inc. Gibbs Wealth Management, LLC (DBA Grady Group Inc.) and Grady Group Inc. are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.