Retirement Income Planning Seminar & Complimentary Dinner in Warsaw, IN

Schedule

Thu Apr 25 2024 at 06:30 pm to Tue Apr 30 2024 at 07:30 pm

UTC-04:00

Location

Papa Vino's Italian Kitchen | Warsaw, IN

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Join us for a critically timed Retirement Workshop for those retiring or already retired!
About this Event

TOPICS WE WILL DISCUSS

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

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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Where is it happening?

Papa Vino's Italian Kitchen, 2640 Escalade Way, Warsaw, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Brian Scott

Host or Publisher Brian Scott

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