TOPICS TO BE COVERED
Common misconceptions about taxes in retirement. Understand the official new tax reform rules and their impact on your retirement. Understand the impact of the Tax Cuts and Jobs Act on retirement income streams. Identify tools and strategies available to retirees. TAX RATE RISK
How rising taxes may affect your retirement cash flow. The “Catch 22” of 401k’s and IRA’s Are employer sponsored plans better than IRAs? Is it time for the Roth conversions? RETIREMENT INCOME PLANNING
How to accumulate dollars in the right types of accounts for future retirement income. Strategies on how to lengthen the life of your money When should you convert to a Roth? How IRA’s and 401k’s cause Social Security taxation 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 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 shield your assets from stock market volatility Why “asset allocation” alone may not be enough How to truly diversify your retirement portfolio Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor. To opt-out of receiving emails from Eventbrite, you can click on the "Unsubscribe" link located at the bottom of any promotional email that you receive from Eventbrite. Alternatively, you can also manage your email preferences by logging in to your Eventbrite account, going to the "Emails" section, and adjusting your email settings according to your preferences.
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