Retirement Seminar
Schedule
Tue Dec 03 2024 at 06:30 pm to 08:30 pm
UTC-06:00Location
De Soto, Texas | Desoto, TX
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Sign up at texasretirementsolutions.orgImportant topics discussed:
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
HOW THE NEW SECURE ACT COULD IMPACT YOUR RETIREMENT
Changes to the RMD age for some!
IRA Contribution Age Limit Altered
Positive Changes for Part-Time Workers
What's Happening to Stretch IRAs?
Will We See Annuities Included More Often in Workplace Retirement Plans?
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Where is it happening?
De Soto, Texas, DeSoto, Texas, United StatesEvent Location & Nearby Stays:
