Taxes in Retirement Workshop in Oldsmar, FL
Schedule
Tue Apr 23 2024 at 11:30 am to 12:30 pm
Location
Oldsmar Public Library | Oldsmar, FL
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Seats are limited, reserve your tickets today!About this Event
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.
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
- Strategies to possibly avoid running 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
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.
What time should I arrive?
Please arrive 5-10 minutes before the seminar is set to begin.
*The views, information, or opinions expressed during this event are solely those of the presenter(s) and do not necessarily represent those of Oviedo Amphitheatre & Cultural Center and their employees. The content presented or offered through handout materials is provided for information purposes only, is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for financial decisions. Oxford Advisory Group is not affiliated with the U.S. government, Social Security Administration, U.S. Centers for Medicare & Medicaid Services, or any governmental agency.
Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford Wealth Group can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name.
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Where is it happening?
Oldsmar Public Library, 400 Saint Petersburg Drive East, Oldsmar, United StatesEvent Location & Nearby Stays:
Tickets
USD 0.00
