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Don't miss this opportunity to gain knowledge and prepare for your future. Reserve your spot today!About this Event
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
Ryan Cowley is not affiliated with the Social Security administration or any other government agency. This event is not sponsored by the Library or the City of Fort Worth.
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Event Venue & Nearby Stays
Vivian J. Lincoln Library, 8829 McCart Avenue, Fort Worth, United States
Tickets
USD 0.00
