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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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 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 of running out of money as you distribute your assets in retirement.
IMPORTANT TOPICS FOR RETIREMENT TODAY
TAX RATE RISK
- How potential higher tax rates in 2026 could impact your retirement
- Strategies to reduce or eliminate taxes in retirement
- How rising taxes may affect your retirement cash flow
- The “Catch 22” of 401k’s and IRA’s
- Should you convert to a Roth?
RETIREMENT INCOME PLANNING
- How to ensure you won’t run out of money in retirement
- How to combat longevity and inflation risk
- What’s better for you: tax-deferred or tax-free accounts?
- How IRA’s and 401k’s cause Social Security taxation
MAXIMIZING SOCIAL SECURITY
- Social Security maximization strategies
- How Social Security benefits are taxed
- The Social Security thresholds you need to be aware of
- Strategies to reduce Social Security taxation
RETIREMENT DISTRIBUTION PITFALLS
- How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
- When to start taking money from your retirement accounts
- How to eliminate “sequence of returns” risk
WHY LOSSES DURING RETIREMENT MATTER
- Is “buy and hold” appropriate in retirement?
- How to shield your assets from stock market volatility
- Why “asset allocation” alone may not be enough
- How market losses can significantly impact your retirement
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 a 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.
WealthFolio Advisors, LLC is a California registered investment advisor (RIA) that provides advisory services and is licensed to provide insurance products. The information provided and discussed during the event is intended to be general financial literacy and is not intended to be legal or tax advice. No personal, specific investment or financial advice will be provided in the absence of a written agreement. The ideas and information shared during the event are not guaranteed, and may not work if there are law changes, significant changes in regulations or economic factors. This event is also not intended to be a means of avoiding Federal or State taxes. Individuals are encouraged to seek counsel from a tax professional or legal professional for questions in these areas. By registering you are opting into email communication from WealthFolio Advisors. Privacy is important. We do not sell your information.
Event Venue & Nearby Stays
Billie Jean King Main Library, 200 West Broadway, Long Beach, United States
USD 0.00