Retiring Well Luncheon hosted at The Pump House
Schedule
Thu Nov 21 2024 at 11:30 am to 01:00 pm
UTC-05:00Location
The Pump House | Rock Hill, SC
About this Event
This event is for first-time attendees only.
Please be advised that seating is assigned on a first-come, first-served basis. We highly recommend arriving early to secure your preferred seating.
WHY THIS CLASS MATTERS
• How to create a clear vision for retirement that could lead to less stress and more happiness.
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 through Alloy Investment Management, a South Carolina and North Carolina registered investment adviser. Insurance services offered through Alloy Wealth Management. The companies are affiliated.
Where is it happening?
The Pump House, 575 Herrons Ferry Road, Rock Hill, United StatesEvent Location & Nearby Stays:
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