Retirement U Workshop in Derby, KS

1600 E Walnut Grove,Derby KS 67037

04 March, 2023

Description

IMPORTANT TOPICS FOR RETIREMENT TODAYTAX RATE RISK 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?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 moneyWhen should you convert to a Roth?How IRA’s and 401k’s cause Social Security taxationMEDICARE, HEALTHCARE COSTS & CONSIDERATIONS IN RETIREMENT An important subject often overlooked when it comes to building a confident and bulletproof retirement. Learn the ins and outs of what you need to know about Medicare and long-term care.Avoid Medicare Scams!Learn the Difference between Medicare Supplements vs Medicare Advantage PlansMAXIMIZING 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 strategiesRETIREMENT DISTRIBUTION PITFALLS How to ensure you won’t run out of money in retirementHow to liquidate retirement assets in the right orderHow to eliminate “sequence of returns” riskWHY LOSSES DURING RETIREMENT MATTER The impact of dramatic market loss in retirementIs “buy and hold” appropriate in retirement?How to shield your assets from stock market volatilityWhy “asset allocation” alone may not be enoughHow to truly diversify your retirement portfolioHOW THE NEW SECURE ACT COULD IMPACT YOUR RETIREMENT Changes to the RMD age for some!IRA Contribution Age Limit AlteredPositive Changes for Part-Time WorkersWhat's Happening to Stretch IRAs?Will We See Annuities Included More Often in Workplace Retirement Plans?Investment advisory services are offered through Foundations Investment Advisors, LLC an SEC registered investment advisor. This is not an offer an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment strategy, opportunity, offering or issuer. Past performance is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. No legal or tax advice is provided. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. Venues are not affiliated with Market Advisory Group and should not be contacted regarding events.