Retirement Planning Dinner in Austin, TX

Most investors have the same goal: achieving financial independence.

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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 of running out of money as you distribute your assets in retirement.

Investors are facing many challenges as they plan for retirement:

*Do I have enough money to retire?

*Am I prepared for the next market correction?

*What happens to my retirement accounts if taxes go up?

*Will my money keep up with inflation?

*When should I file for Social Security?

*Will my money last?

This Educational Event will provide you with much needed information to help address these questions and more!

Important Topics We Will Discuss

• How did new Social Security laws affect your retirement strategy?
• How can you potentially reduce taxes on Social Security?
• Should you begin SSI at 62, 67, 70 or somewhere in between?
• How does SSI spousal, widow, and divorced benefits affect you?
• What claiming strategies are available today, and who could benefit?

Bonus Topics

• How could a downturn in the market early in retirement affect your income strategy?
• Should you be considering a Roth or partial-Roth Conversion?
• Do you have a written Structured Income Plan to provide a roadmap to where your income will derive from during your retirement years, including SSI?
• How you can potentially fill the gap between Social Security and your desired Retirement Income.
• How to use the Roth Conversion option to create increasing Tax-Free lifetime income benefits for you and your spouse.
• What is your plan when your health fails? Long-term care insurance isn’t right for everyone, but a long-term care plan is.

Host or Publisher Zac Zager