Retirement Master Class in Springfield, MO
Schedule
Tue May 21 2024 at 06:00 pm to 07:30 pm
Location
Schweitzer Brentwood Branch Library - Community Room | Springfield, MO
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Join us for an engaging and informative retirement seminar!About this Event
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.
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Where is it happening?
Schweitzer Brentwood Branch Library - Community Room, 2214 South Brentwood Boulevard, Springfield, United StatesEvent Location & Nearby Stays:
Tickets
USD 0.00
