Hayden Lassek, Financial Advisor at Mutual of Omaha

Our team had a great time at the community health fair hosted by the Sarpy YMCA in Papillion, Nebraska, where we set up a booth to engage with the community and provide information on senior health topics, it was a pleasure to meet with individuals and share details about Mutual of Omaha, we are passionate about making a difference, events like this allow us to build connections and educate people about our mission, I am grateful to work with such a talented and caring team, we all had a wonderful experience and are excited for future events

🌅 Have You Heard About the "Golden Window" of Retirement Tax Planning? 📅

Did you know that retirement comes with unique tax planning opportunities that can significantly impact your financial future?
Financial experts refer to a critical period known as the "Golden Window"—a strategic time frame when retirees can make savvy tax moves to potentially lower their lifetime tax liability and enhance long-term financial security. 🗝️✨

Taking advantage of this window could mean strategically managing withdrawals, optimizing Roth conversions, or carefully timing Social Security benefits. With thoughtful planning, retirees can keep more of their hard-earned savings and enjoy greater financial freedom throughout retirement.

As your financial advisor, I'm here to help you identify and leverage these opportunities tailored specifically to your retirement goals.
Let's ensure you're making the most of your "Golden Window" and setting yourself up for lasting financial success.

Ready to discuss how this strategy applies to your retirement plan?
Let's connect and explore your options together! 📲🤝

🔗 Read more here:
https://bit.ly/4iJHJmE
🔗 Connect with me:
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

All investing involves risk, including the possible loss of principal.
Past performance does not guarantee future results.

The Golden Window: A Top Tax Strategy for the Right Retirees Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin.

This Veterans Day, join us in honoring all current and former service members. Learn more about this important day, and let’s celebrate all veterans for their service, commitment and dedication.

https://bit.ly/3YGGRGN

It's time to enroll in a Medicare supplement insurance plan. From Oct. 15-Dec. 7, you can explore your options to find a plan that best meets your needs. Contact me with any questions. Medicare supplement insurance disclosures: https://bit.ly/3zVKTml

Did You Know?
There are a few different ways to help cover the cost of college. The key is making a plan and starting early. I can help.

Did You Know?
According to a Care.com survey*, 7 out of 10 households reported spending more than 10% of their income on childcare. It’s never too early to start thinking about saving for your bundle of joy.

Original Medicare (Part A and Part B) generally covers 80% of your health care expenses. A Medicare supplement insurance policy helps cover the other 20% of eligible costs. Contact me to choose a plan. Medicare supplement insurance disclosures: https://bit.ly/47J4hiT

Do you know someone who has been impacted by cancer, has had a heart attack, or suffered a stroke? At Mutual of Omaha, our Critical Advantage portfolio offers you the opportunity to protect the ones you love when the unexpected happens. Click here for more information: https://bit.ly/3Zyaj3P

Did You Know?
A good baby crib can cost anywhere from $120 used, all the way up to $1000 for something top-of-the-line, so it’s never too early to start budgeting for that new bundle of joy. Source: https://bit.ly/3TCynPc