Retirement Master Class in Sandy, UT

Welcome to our workshop focusing on modern retirement strategies! In this class, we'll delve into the evolution of retirement approaches, contrasting past paradigms with today's dynamic strategies. Discover insights on asset distribution in retirement, learn how to avoid common mistakes, and gain valuable knowledge to enhance your financial security. Join us for practical tips that can make a meaningful difference in your retirement planning journey.

RETIREMENT INCOME PLANNING

• The three basic retirement accounts
• How to accumulate dollars in the right types of accounts for future retirement income
• When should you convert to a Roth?

MAXIMIZING SOCIAL SECURITY

• The Social Security thresholds you need to be aware of
• 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

• 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

MEDICARE PLANNING

• How and when should I sign up for Medicare?
• What do I need to know before enrolling in a Medicare plan?
• What are Medicare parts A, B, C, and D?
• Medicare coverage, cost and the need for supplemental insurance.
• Will you have an Income Related Monthly Adjustment?
• How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs
• How to get extra assistance paying for prescription drugs in retirement
• Which plan is right for you

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.

Is this sponsored by the Social Security administration? Jeff Olson is not affiliated with the Social Security administration or any other government agency.

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser.

Host or Publisher Jeff Olson