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

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.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Retirement Master Class hosted in Bellevue, WA

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