Educational Retirement Workshop in Oviedo, FL

357 Center Lake Ln,Oviedo FL 32765

22 May, 2023

Description

RETIRING TODAY The old retirement vs. TODAY’S retirementHow 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 doubleHow rising taxes may affect your retirement cash flowThe “Catch 22” of 401k’s and IRA’sHow lost deductions may affect your taxes in retirementRETIREMENT INCOME PLANNING The three basic retirement accountsHow to accumulate dollars in the right types of accounts for future retirement incomeWhat’s better for you: tax-deferred or tax-free accounts?How to define a “true” tax-free investmentWhen should you convert to a Roth?How IRA’s and 401k’s cause Social Security taxationStrategies to reduce or eliminate taxes in retirementMAXIMIZING 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 the new rules on “Rate of Withdrawal” affect People Nearing RetirementHow 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 safeguard against two types of investment riskHow to shield your assets from stock market volatilityWhy “asset allocation” alone may not be enoughHow to truly diversify your retirement portfolioFREQUENTLY 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. What time should I arrive? Please arrive 5-10 minutes before the seminar is set to begin. *The views, information, or opinions expressed during this event are solely those of the presenter(s) and do not necessarily represent those of Oviedo Amphitheatre & Cultural Center and their employees. The content presented or offered through handout materials is provided for information purposes only, is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for financial decisions. Oxford Advisory Group is not affiliated with the U.S. government, Social Security Administration, U.S. Centers for Medicare & Medicaid Services, or any governmental agency.Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford Wealth Group can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name.