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  • The Tax Reform Bill: 5 Ways to Improve Your Financial Picture

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    Name: The Tax Reform Bill: 5 Ways to Improve Your Financial Picture
    Date: May 30, 2019
    Time: 6:30 PM - 8:00 PM CDT
    Event Description:
    Many taxpayers may be caught in ‘tax or money traps’ as a result of recent law
    changes and not even know it. These financial mistakes could potentially cost you
    thousands over the next decade. A brand new educational event will be focused
    on understanding the new laws, reducing taxes, and maximizing your retirement
    income while eliminating the common mistakes made. This event will reveal
    important financial information everybody in or nearing retirement should know.

    Topics to be discussed include:
    • 2018 Tax Reform Bill: What You Need to Know.
    • Simple strategies to REDUCE TAXES under the new tax law.
    • What the new tax law means to local residents (hint: it is significant).
    • Recent changes to Social Security that everybody should know!
    • Why a Department of Labor rule was repealed and how it could affect
    your retirement accounts!
    • How charitable giving and itemized deductions have changed
    dramatically (and what to do about it).
    • Hidden opportunities in the biggest change to the tax code since 1986.
    • What changes to capital gains taxes, 529 plans, state and local tax
    deductions could mean to you.

    Each topic will be discussed in greater detail at the presentation. Please note that any strategy utilizing investments carries an inherent element of risk. Certain strategies may not apply or be suitable for all attendees. For specific estate planning or tax advice, be sure to consult with an estate planning attorney or tax advisor. ©USA Financial Media 2012-2019 Dan Miller, Kaleb Robuck, and Marcus Taylor are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities Corp.,
    Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Miller Financial Group, Inc. is not affiliated with USA Financial Securities.
    Event Media:
    Willow Lakes Golf Course
    12301 S 25th Street
    Bellevue, NE 68123
    Date/Time Information:
    6:30 P.M - 8:00 P.M.
    Contact Information:
    Angie Britten, Marketing and Business Development Associate
    Complimentary Admission: RSVP is required as seating is limited. Up to 4 tickets per reservation
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