Name: Exclusive Retiring Well Luncheon at Del Frisco's Double Eagle Steakhouse
Start: 2025-02-25T11:30:00-05:00
End: 2025-02-25T13:00:00-05:00
Location: Del Frisco's Double Eagle Steakhouse

Exclusive Retiring Well Luncheon at Del Frisco's Double Eagle Steakhouse

Presented by Mark Henry, host of Living Large Radio on WBT and Living Large TV on WJZY-FOX and WAXN-Action 64 in Charlotte.
About this Event

This event is for first-time attendees only. Your ticket is not reserved until you have spoken with a member of our team.

WHY THIS CLASS MATTERS

• How to create a clear vision for retirement that could lead to less stress and more happiness.

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

• The impact of dramatic market loss in retirement

• 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

Investment advisory services offered through Alloy Investment Management, a South Carolina and North Carolina registered investment adviser. Insurance services offered through Alloy Wealth Management. The companies are affiliated.