Retire Tax Smart
Thursday, March 30  

Don't Let Taxes ERODE your   
Retirement Income! 

Learn How to Help Protect
Yourself from a Potential Tax Storm

 RSVP Today! 

Attend this Educational Workshop to
Learn How to Help Protect Yourself
From a Potential Tax Storm!

FFA Enrichment Center - DMACC Campus
1055 SW Prairie Trail Pkwy 
Ankeny, IA 50023
Retire Tax Smart! 
Thursday, March 30, 2023
6:00pm - 7:00pm (CT)  


The key to preserving your retirement assets is to develop a smart distribution strategy, one that accounts for many things — including the taxes you'll owe in retirement.


• How the mounting U.S. debt and deficit might impact taxes, interest rates and inflation

SECURE Act 2.0 and how it might affect your retirement  

• Iowa's NEW retirement income exclusion legislation 

 When should you start taking income from your accounts? And how long will it last? 

• Learn the long-term tax consequences of your IRAs and 401(k)s

When and how you access your Social Security benefits will determine how much you get to keep

• Create a retirement income strategy to help reduce risk and provide growth opportunities

Learn ways to move your money from your taxable bucket to your tax-free bucket. 

Tax repercussions of losing a spouse

Eric Peterson
Peterson Financial Group 

President & Founder 

As founder of Peterson Financial Group, Eric has dedicated more than 21 years of his life to educating and assisting retirees and pre-retirees in central Iowa on how to plan for and protect their financial future. Eric is a Registered Financial Consultant, earned his MBA from Drake University and is a veteran of the United States Air Force. Eric was also featured in Forbes magazine’s 2014 Investment Guide as on of the Midwest’s most trusted and experienced financial leaders. In 2015, Eric published his first book, “Preparing for the Back Nine of Life – A Boomer’s Guide to Getting Retirement Ready.” He also hosts the “Retirement Ready” radio show on Sundays at noon to 1pm on WHO 1040AM. Eric is the financial expert on the Dollars & Sense segment of Hello Iowa on WHO TV (channel 13).