Taxes in Retirement Educational Workshop in Jacksonville, FL

Schedule

Mon Jun 14 2021 at 06:00 pm to Wed Jun 16 2021 at 07:30 pm

Location

University of North Florida: Adam W. Herbert University Center | Jacksonville, FL

Advertisement
Join us Monday, June 14th from 6:00 - 7:30 PM or Wednesday, June 16th from 6:00 - 7:30 PM for an educational seminar!
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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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.


BALANCED FINANCIAL INFORMATION


This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today.


This event is purely educational – no specific products or services will be offered.


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.


RETIRING TODAY


  • The old retirement vs. TODAY’S retirement

  • How to create a clear vision for retirement that could lead to less stress and more happiness.

  • Understanding the keys to distributing your money in retirement.

  • Understanding RMDs and the implications they have on your retirement.



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?

This event is not to be photographed or recorded and should not be attended by any agents. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Advertisement

Where is it happening?

University of North Florida: Adam W. Herbert University Center, 12000 Alumni Drive, Jacksonville, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Peter Laliberte

Host or Publisher Peter Laliberte

It's more fun with friends. Share with friends