About this Event
TOPICS FOR 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
• 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
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Advisor.
Event Venue & Nearby Stays
Preston Ridge Community Center, 3655 Preston Ridge Road, Alpharetta, United States
USD 0.00
