Retirement Master Class & Complimentary Meal in Tampa, FL

Please note all attendees are limited to one guest.

Your registration tickets are not final until our office (Walser Wealth Management) has reached out and confirmed your attendance. We appreciate your understanding and patience as we work to confirm your registration. This workshop discusses advanced strategies that are suitable for those who have at least $250k investable assets. Please note this does not include your home.

ABOUT US

Walser Wealth Management is a national wealth management Firm based in Tampa, FL. The founder and CEO, Rebecca Walser, is a wealth strategist, tax attorney and has her global MBA from the London School of Economics. She has been consistently ranked by Investopedia as a top 100 US advisor in 2018, 2019, 2022, and was ranked #3 in 2023 for her exceptional contributions to the field. Furthermore, Rebecca was listed among Forbes’ Best-in-State Financial Security Professionals, highlighting her commitment to excellence in financial security and client service.

The Firm specializes in taking a comprehensive and often contrarian perspective in serving clients across the country, focusing on high-income professionals, business owners, retirees, pre-retirees, and high net worth families. Walser Wealth specializes in advanced financial planning and wealth management strategies, always aiming to maximize income and legacy distributions while minimizing taxes and managing risk.

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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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

TOPICS FOR 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.

Should I arrive early?

It is recommended that you arrive 15 minutes early to have ample time to park and secure a seat.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Is this sponsored by the Social Security administration?

Walser Wealth Management is not affiliated with the Social Security administration or any other government agency.

Host or Publisher Walser Wealth Management