The Changing World of Retirement Planning™
Schedule
Sat Oct 09 2021 at 09:00 am to Sat Oct 16 2021 at 01:00 pm
Location
Milford Financial | Milford, CT
About this Event
All Attendees will receive resources to keep as a reference. Join us for a free informative seminar on the Changing World of Retirement Planning. Light Breakfast and Lunch will be provided. You don't want to miss this important course!
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Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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.
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
• 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
This course is offered by the National Society of Financial Educators (NSFE.org) Southern Connecticut State University is not affiliated with the event and should not be contacted regarding the program.
DISCLAIMER: This e-mail and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the e-mail, you are hereby notified that any use, dissemination, or copying of this e-mail or the information contained in this e-mail is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete all copies from your system. Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Milford Financial and Alphastar Capital Management, LLC are separate and independent entities. Milford Financial offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Milford Financial and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Please do not use email to request, authorize, or effect the purchase or sale of any security or insurance product or service, to send fund transfer instructions, or to affect any other transactions, as Alphastar is not authorized to accept these requests in electronic format. Any such requests, orders, or transactions sent via email will not be accepted and will not be processed. Alphastar outgoing and incoming email is electronically archived and recorded and is subject to review, monitoring and/or disclosure to someone other than the recipient. The transmission of information via email is not completely secure, and Alphastar cannot guarantee the security of personal information transmitted through email. All communications by Alphastar or any of its managers, officers, employees, representatives, affiliates or agents, are modified by the Terms of Use posted on www.alphastarcm.com.
Where is it happening?
Milford Financial, 185 Plains Rd, Milford, United StatesEvent Location & Nearby Stays:
USD 0.00
