Retirement YOU 1 Day Course in Louisville, KY

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

Family Wealth Planning Partners is not affiliated with the Social Security administration or any other government agency. Family Wealth Planning Partners LLC (“FWPP”) is a federally registered investment advisor with the Securities and Exchange Commission. This material is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this material should not be construed by any consumer and/or prospective client as FWPP solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet.

Host or Publisher Family Wealth Planning Partners