Solving the Retirement Puzzle Seminar in Wayzata, MN

620 Rice Street E,Wayzata MN 55391

24 January, 2023

Description

WHY THIS CLASS MATTERS 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. IMPORTANT TOPICS FOR RETIREMENT TODAY HOW TO TAKE CONTROL OF YOUR TAXES How rising taxes may affect your retirement cash flow.The “Catch 22” of 401k’s and IRA’sAre employer sponsored plans better than IRAs?Is it time for the Roth conversions?MAXIMIZING INCOME THROUGH EFFICIENT DISTRIBUTION PLANNING How to accumulate dollars in the right types of accounts for future retirement income.Strategies on how to lengthen the life of your moneyWhen should you convert to a Roth?How IRA’s and 401k’s cause Social Security taxationMAXIMIZING SOCIAL SECURITY The causes of Social Security taxationThe Social Security thresholds you need to be aware ofThe real cost of Social Security taxationStrategies to eliminate Social Security taxationSocial Security maximization strategies