Solving the Retirement Puzzle Workshop Hosted in Lexington, SC

Solving the Retirement Puzzle Workshop Hosted in Lexington, SC

Seats are limited, reserve yours today!

By Tripp Limehouse

Date and time

Location

Lexington Chamber of Commerce

311 West Main Street Lexington, SC 29072

About this event

  • Event lasts 1 hour

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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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.

IMPORTANT TOPICS FOR RETIREMENT 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

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.

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Organized by

Tripp Limehouse

Limehouse Financial was founded by Tripp Limehouse. With over 70 years of combined experience, Tripp and his team are committed to helping people who are planning to retire in the next decade or so, as well as those who have already retired. We are committed to helping you create a comprehensive financial plan to achieve your retirement goals.

Whether it’s investment management, retirement planning or financial planning, Limehouse Financial is the wealth management firm in Lexington helping pre-retirees and retirees achieve a more successful retirement.

What most people find out when they come into our office is that while they may have retirement accounts, they do not have a retirement plan. We help you define your financial goals, better understand financial terms and strategies, and navigate through complex decisions surrounding retirement. We have the tools and experience, and we are committed to being your partners for the long-term, so that we can help you plan for and achieve the retirement you deserve.

FreeJul 19 · 9:00 AM EDT