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Retire Well: Max SS, Reduce Taxes, Gen Ret Income, Secure Act at KSU

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Kennesaw State University - Marietta

1100 South Marietta Parkway

Marietta, GA 30060

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Retire Well Workshop: Maximize SS, Reduce Taxes, Beat RMDs, Generate Retirement Income and Side-Step the Secure Act of 2019

About this Event

***Click the GREEN REGISTER BUTTON to get your FREE ticket for this important retirement planning event.***

This important event is brought to you by US Retirement Education, Inc., a 501(C)(3) Nonprofit organization formed to help people invest and retire successfully.

TOPICS COVERED:

RETIRING TODAY

• The old retirement vs. TODAY’S retirement

• 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

Your presenter will be our US Retirement Educator Brandy Seats.

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.

BALANCED FINANCIAL INFORMATION

This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today.

This event is purely educational – no specific products or services will be offered.

We look forward to seeing you at the KSU Marietta Campus!

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Date and Time

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Kennesaw State University - Marietta

1100 South Marietta Parkway

Marietta, GA 30060

View Map

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