Asset Preservation & Income Planning Breakfast Workshop in Dalton, GA

201 W Cuyler Street,Dalton GA 30720

12 May, 2023

Description

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. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. To opt-out of receiving emails from Eventbrite, you can click on the "Unsubscribe" link located at the bottom of any promotional email that you receive from Eventbrite. Alternatively, you can also manage your email preferences by logging in to your Eventbrite account, going to the "Emails" section, and adjusting your email settings according to your preferences.It's worth noting that even if you opt-out of receiving promotional emails, you may still receive transactional emails related to events that you have registered for or created. These emails are necessary for the functioning of the Eventbrite platform and cannot be opted-out of.