Retirement Masterclass hosted in San Diego, CA

Schedule

Sat Mar 15 2025 at 10:00 am to 01:00 pm

UTC-07:00

Location

College Rolando Library | San Diego, CA

Advertisement
Reserve your tickets today!
About this Event

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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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

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

Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (MWM). MWM and Mosley Insurance & Financial Services are affiliated companies by common ownership. License #0K76766. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency.To opt-out of receiving emails from Eventbrite, you can click on the "Unsubscribe" link located at the bottom of any promotional email that you receive from Eventbrite. Alternatively, you can also manage your email preferences by logging in to your Eventbrite account, going to the "Emails" section, and adjusting your email settings according to your preferences.It's worth noting that even if you opt-out of receiving promotional emails, you may still receive transactional emails related to events that you have registered for or created. These emails are necessary for the functioning of the Eventbrite platform and cannot be opted-out of.

Advertisement

Where is it happening?

College Rolando Library, 6600 Montezuma Road, San Diego, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Travis Hawley

Host or Publisher Travis Hawley

It's more fun with friends. Share with friends

Discover More Events in San Diego

In The End - Tribute to Linkin Park
Sun, 16 Mar, 2025 at 02:00 am In The End - Tribute to Linkin Park

House of Blues - San Diego

Evening Elephants
Sun, 16 Mar, 2025 at 02:00 am Evening Elephants

House of Blues - Voodoo Room

Columbus Crew FC at San Diego FC
Sun, 16 Mar, 2025 at 02:30 am Columbus Crew FC at San Diego FC

SnapDragon Stadium

TRIPS-ADVENTURES
Spring Symposium 2025
Sun, 16 Mar, 2025 at 07:30 am Spring Symposium 2025

Comic-Con Museum

ANIME HEALTH-WELLNESS
Raising Chickens 101 | City Farmers
Sun, 16 Mar, 2025 at 08:30 am Raising Chickens 101 | City Farmers

City Farmers Nursery

WORKSHOPS HEALTH-WELLNESS
Kinstretch Mobility Class for an Active Lifestyle
Sun, 16 Mar, 2025 at 08:30 am Kinstretch Mobility Class for an Active Lifestyle

7733 Othello Ave

WORKSHOPS TRIPS-ADVENTURES
Morning Yoga at the Bay - Sunday March 16th
Sun, 16 Mar, 2025 at 09:00 am Morning Yoga at the Bay - Sunday March 16th

2688 E Mission Bay Dr

HEALTH-WELLNESS YOGA
Family Meet & Greet Dinner
Wed, 06 May, 2015 at 05:00 pm Family Meet & Greet Dinner

The Bay View Restaurant

WORKSHOPS
Conquer Your Fear of Public Speaking -San Diego- Virtual Free Trial Class
Tue, 27 Jul, 2021 at 03:00 pm Conquer Your Fear of Public Speaking -San Diego- Virtual Free Trial Class

San Diego

PUBLIC-SPEAKING WORKSHOPS
Social Anxiety San Diego  - Free Trial Virtual Group Session
Sat, 04 Sep, 2021 at 09:00 am Social Anxiety San Diego - Free Trial Virtual Group Session

San Diego

WORKSHOPS NONPROFIT
Domestic Abuse Awareness Workshop
Mon, 28 Mar, 2022 at 08:00 am Domestic Abuse Awareness Workshop

MCAS Miramar Behavioral Health Branch

WORKSHOPS
Baby Boot Camp
Mon, 07 Nov, 2022 at 08:30 am Baby Boot Camp

MCAS Miramar

WORKSHOPS KIDS
Work in Europe \/ Sweden - Work Visa, Employers, Jobs, Relocation (SD)
Tue, 15 Nov, 2022 at 04:00 pm Work in Europe / Sweden - Work Visa, Employers, Jobs, Relocation (SD)

Regus - San Diego - Emerald Plaza

WORKSHOPS
Interviewing & Networking (in-person\/virtual)
Wed, 04 Jan, 2023 at 10:00 am Interviewing & Networking (in-person/virtual)

MCRD San Diego

WORKSHOPS
Sound Healing & Reiki (1st Friday Every  Other Month)
Fri, 06 Jan, 2023 at 07:00 pm Sound Healing & Reiki (1st Friday Every Other Month)

Pier to Point Yoga & Wellness Center

HEALTH-WELLNESS FIRST-FRIDAY
USA Jobs Workshop (in -person)
Tue, 17 Jan, 2023 at 10:00 am USA Jobs Workshop (in -person)

MCRD San Diego

WORKSHOPS
Resume Essentials (in-person\/virtual)
Tue, 31 Jan, 2023 at 10:00 am Resume Essentials (in-person/virtual)

4025 Tripoli Ave

WORKSHOPS
Triple P: Positive Parenting Teens  (Class 1-3)
Wed, 01 Feb, 2023 at 08:30 am Triple P: Positive Parenting Teens (Class 1-3)

MCAS Miramar Behavioral Health Branch

WORKSHOPS
In-person class: Handmade Ravioli with Bolognese Sauce (San Diego)
Sun, 30 Apr, 2023 at 05:00 pm In-person class: Handmade Ravioli with Bolognese Sauce (San Diego)

Duck Foot Brewing Company San Diego

WORKSHOPS PARTIES

What's Happening Next in San Diego?

Discover San Diego Events