Learn How to Help Avoid The Critical Mistakes That 80% of IRA Owners Make!

Date: Thursday, April 11th

Time: 6:30 PM CDT

Discover from Michael and Connor Stewart some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...

✔️ Lack of familiarity with IRA/401(k) rollover rules and restrictions, potentially leading to unexpected immediate taxation

✔️ Overpaying unnecessary fees and interest on IRAs, 401(k)s, and other retirement accounts, draining your savings

✔️ Misunderstanding the intricacies of required minimum distributions, risking missed deadlines and penalties

✔️ Understanding how current government policies may influence your retirement income and financial security

✔️ Discovering tax-efficient investment strategies for optimizing your IRA and reducing tax burdens

✔️ Determining when it's best to shield volatile assets from tax consequences outside of tax-exempt accounts

✔️ Unveiling the strategies to transform your retirement account into a source of tax-free income

✔️ Navigating the potential pitfalls of IRA/401(k) rollover rules that may lead to unexpected taxation

Financial Planner and Fiduciary

Michael Stewart has been in the suburban Chicago area for most of his 50-plus years. He has been in the financial services industry for over 20 years. His experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200 million in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author and the host of both the “Retirement Success Blueprint Radio Show” and podcast. He lives in McHenry with Karen, his wife of nearly 30 years, and their three children, Connor, Patrick and Olivia.

Financial Advisor and Fiduciary

Connor Stewart joined Crystal Lake Tax & Financial after graduating with a Bachelor of Science in Management from the University of Iowa. Over the years, he has worked within the firm in the tax department as a Para-Planner, and now as a Financial Advisor. Connor assists clients with more conservative financial planning, tax mitigation, and estate planning. His favorite part of working with Crystal Lake Tax & Financial is being able to help people navigate through all aspects of retirement. Connor lives vicariously through his clients as they are able to live the retirement that they envisioned.

Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with his family, and adding to his sports card collection.

One Evening Only!

Thursday, April 11th at 6:30 PM CDT

Join us from the comfort of your couch.

View on your computer or phone!

It's complimentary

Our goal is to SAVE you money. All of our online presentations are hosted and available to you free of charge.

Help stay current

You're busy. Learn WITHOUT searching for hours online or spending time and money traveling to in-person conferences.

Convenience is key

Tune in from ANYWHERE. Watch and listen to our live presentation without being on camera, and with private Q&A afterward.

Gain a second opinion

Reaffirm your CONFIDENCE. Continued education is up to you for the best plan and peace of mind in your retirement.

"Very impressed with the professionalism, the kind service, and a quality job all taken care of! Very very highly recommended business!"

Lauren E. - Google Review

During this class, also discover:

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 the new rules for your IRA/401(k).

Change seems like a daily occurrence.

These are just a few essential points covered in this EXCLUSIVE ONLINE 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.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2024 Sound Income Strategies https://brokercheck.finra.org/ https://www.sec.gov/