Solving the Retirement Puzzle Workshop in Miramar Beach, FL

220 Scenic Gulf Drive,Miramar Beach FL 32550

17 April, 2023

Description

IMPORTANT TOPICS FOR RETIREMENT TODAY TAX 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 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 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?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.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.