Retirement Master Class hosted in Arlington, TX

Thu Jan 09 2025 at 06:00 pm to 07:00 pm UTC-06:00

George W. Hawkes Downtown Library | Arlington

Ryan Cowley
Publisher/HostRyan Cowley
Retirement Master Class hosted in Arlington, TX
Advertisement
Join us for a Classroom Course teaching the Foundations for Sound Retirement Strategies.
About this Event

WHY THIS CLASS MATTERS


Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in 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.


Is this sponsored by the Social Security administration? Ryan Cowley is not affiliated with the Social Security administration or any other government agency.

This event is not sponsored by the Arlington Public Library or the City of Arlington.

Advertisement

Event Venue & Nearby Stays

George W. Hawkes Downtown Library, 100 South Center Street, Arlington, United States

Tickets

USD 0.00

Sharing is Caring:

More Events in Arlington

Dave Christen \/ Don Maracle Duo
Wed, 08 Jan, 2025 at 08:00 pm Dave Christen / Don Maracle Duo

Troy's

Southwest Flooring Market
Thu, 09 Jan, 2025 at 09:00 am Southwest Flooring Market

Arlington TX

Morning Mingle: Breakfast and Networking
Fri, 10 Jan, 2025 at 08:00 am Morning Mingle: Breakfast and Networking

NuvoDesk Coworking

Lone Star 97 Moose Legion Celebration- Grand Prairie Moose Lodge 1818
Fri, 10 Jan, 2025 at 12:00 pm Lone Star 97 Moose Legion Celebration- Grand Prairie Moose Lodge 1818

Grand Prairie MOOSE LODGE #1818

2025 ARLINGTON TATTOO EXPO
Fri, 10 Jan, 2025 at 01:00 pm 2025 ARLINGTON TATTOO EXPO

Esports Stadium Arlington

Wine & Cheese Tasting Experience
Fri, 10 Jan, 2025 at 04:00 pm Wine & Cheese Tasting Experience

903 Wembley Rd

Arlington is Happening!

Never miss your favorite happenings again!

Explore Arlington Events