Taxes in Retirement Workshop & Dinner in Katy, TX

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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 INCLUDE

• How to avoid the #1 fear for retirees: Running Out of Money.
• The latest Social Security changes and how to maximize the benefit your tax dollars paid for
• What is the SECURE Act of 2020 and how could it effect your retirement?
• The impact of fees, taxes and penalties on your retirement income and what you can do about it.
• The 6 questions every successful retirement plan needs to answer.
• How to turn retirement accounts into paychecks for life.
• How to limit or avoid huge market losses without sacrificing competitive return rates.

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

• How to potentially reduce taxation on your Social Security after you start receiving your benefits.
• How you can potentially fill the gap between Social Security and your desired Retirement Income.
• How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
• How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
• Learn strategies that teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Host or Publisher Roberts Wealth Management