About this Event
WHY THIS CLASS MATTERS
There are 7 critical factors that stand to jeopardize the retirment plans of millions of reitrees. Join us for an informative seminar where we’ll explore these risks and provide some practical steps you can take to protect your Nest Egg and ensure a secure retirement.
RETIRING TODAY
TAX RATE RISK
- Why experts say tax rates could double
- How rising taxes may affect your retirement cash flow
- The “Catch 22” of 401k’s and IRA’s
- How lost deductions may affect your taxes in retirement
RETIREMENT INCOME PLANNING
- The three basic retirement accounts
- How to accumulate dollars in the right types of accounts for future retirement income
- What’s better for you: tax-deferred or tax-free accounts?
- How to define a “true” tax-free investment
- When should you convert to a Roth?
- How IRA’s and 401k’s cause Social Security taxation
- Strategies to reduce or eliminate taxes in retirement
MAXIMIZING SOCIAL SECURITY
- The causes of Social Security taxation
- The Social Security thresholds you need to be aware of
- The real cost of Social Security taxation
- Strategies to eliminate Social Security taxation
- Social Security maximization strategies
RETIREMENT DISTRIBUTION PITFALLS
- How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
- How to ensure you won’t run out of money in retirement
- How to liquidate retirement assets in the right order
- How to eliminate “sequence of returns” risk
WHY LOSSES DURING RETIREMENT MATTER
- Is “buy and hold” appropriate in retirement?
- How to safeguard against two types of investment risk
- How to shield your assets from stock market volatility
- Why “asset allocation” alone may not be enough
- How to truly diversify your retirement portfolio
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend? No, there is no cost to attend.
Do I need to bring anything? No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Jim Fitze is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 530 Gaither Road, Suite 350, Rockville, MD 20850, Tel: (301)355-5800. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales
representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual. CRN202710-7331772
Event Venue & Nearby Stays
Redland Conference Center - Rooms C & B, 540 Gaither Road, Rockville, United States
USD 0.00
