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The 2026 Tax Shift: Is Your Retirement Ready?

Dinner Presentation for You and Your Adult Guest

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What You'll Learn

  • The One, Big Beautiful Bill Act: How recent tax reforms under the new administration could affect taxes on Social Security, pensions, and retirement account withdrawals.
  • Taxes: How might future tax hikes and Required Minimum Distributions (RMDs) affect your tax bracket, and what strategies can help reduce what you owe before potential changes take effect?
  • Retirement Income: How can you generate a lifetime income that is predictable and dependable?
  • Market & Inflation Protection: How can you shape your investment strategy to help preserve your savings through market swings and rising costs?

Featured Speakers

David Afraimi and Maxwell Ross

Since 2005, we’ve had the opportunity to work with many Colorado families to help them evaluate their retirement needs and build personalized income strategies. At BAM, we believe individuals who have spent years working hard deserve clarity and structure in their retirement planning. That’s why we use our proprietary BAM Retirement Gameplan® process to guide every strategy.

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Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and BAM Advisor Group are unaffiliated entities. This presentation is strictly informational. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. No investments will be promoted at this event. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented. Event(s) not sponsored nor endorsed by Simms Steakhouse. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Simms Steakhouse and its employees.