Tax Free Retirement & RMD Planning Workshop in Ventura, CA

*Seating is limited, please sign in to reserve your seat.

Attention on how to Access the building: Please be aware that to access the “Topping Room”, we ask that you enter through the main doors, next to the handicap entrance off main street. The topping room door from main street will be locked, the library has advised that they keep this locked to make sure only the guest who have signed up for this event will be attending. Library is located at the intersection of Ventura Blvd and Nestle Ave.

This event will provide you with much needed information to help you understand and make informed decisions about retirement taxation, income sources, RMD planning and more. If you are retiring or already retired, this seminar is critical for you.

What You Will Learn:

• Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.
• The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.
• How required minimum distributions may increase your tax liability.
• The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.
• How might rising taxes impact your cash flow throughout your retirement years?
• Learn about strategies that may allow you to protect your retirement assets against volatile market conditions, as well as protecting your family from estate taxes and Long-Term Care.
• Alternatives to lower your income, Capital Gains, and Estate Taxes as well as setting up an alternative trust.
• What is the SECURE Act of 2020 and how could it effect your retirement?
• The Tax Cuts and Jobs Act - how it may affect you and your retirement.

Who Should Attend?

• Those concerned about our financial markets and future tax liabilities.
• Baby Boomers looking for guidance based on recent academic research.
• Individuals and couples between the ages of 56 and 73.
• Investors looking for new perspectives or ideas.

Why Now?

• It’s a good idea to address taxes while they are at historically low rates.
• Global market instability and record national debt necessitates action.
• Recent research indicates a different approach to retirement planning could be beneficial.
• You only get one shot at retirement. Make it count.

*Please note this event is not for financial professionals.

Investment advisory services are offered through Foundations Investment Advisors, LLC, a SEC registered investment advisor.

This program is not sponsored by the Ventura County Library.

Host or Publisher Sam Hoss