Asset Preservation & Income Planning Dinner Workshop in Durango, CO

764 Main Ave,Durango CO 81301

20 April, 2023

Description

This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, You Will Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits. 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 RETIREMENT INCOME PLANNING • How to accumulate dollars in the right types of accounts for future retirement income • Why should you convert to a Roth? • Strategies to reduce or eliminate taxes in retirement MAXIMIZING SOCIAL SECURITY • How can you potentially reduce taxes on Social Security? • Should you begin SSI at 62, 67, 70 or somewhere in between? • What claiming strategies are available today, and who could benefit? • 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 • How to shield your assets from stock market volatility • 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. 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. Is this sponsored by the Social Security administration? Todd Bennett is not affiliated with the Social Security administration or any other government agency.