Solving the Retirement Puzzle Seminar & Lunch in Grand Island, NE
Schedule
Tue Apr 23 2024 at 11:30 am to 01:00 pm
Location
Valentino's | Grand Island, NE
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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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
Jeff Gove is a Registered Representatives with, Retirement Wealth Advisors Inc.(RWA), and offers securities through World Equity Group, Inc., Member FINRA and SIPC. AFEA and Retirement Wealth Advisors are unrelated entities and are not affiliated, owned or controlled by World Equity Group, Inc. Jeff Gove and Stonebridge Insurance & Wealth Management are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Stonebridge Insurance & Wealth Management are independent of each other and are not owned or controlled by World Equity Group, Inc. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Where is it happening?
Valentino's, 2245 North Webb Road, Grand Island, United StatesEvent Location & Nearby Stays:
USD 0.00
