Retirement Master Class – Workshop & Complimentary Lunch

1645 Newport Rd,Colorado Springs CO 80916

27 April, 2023

Description

Complimentary Lunch Provided! WHY THIS CLASS MATTERS Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement. IMPORTANT TOPICS FOR RETIREMENT TODAY TAX RATE RISK How rising taxes may affect your retirement cash flowThe “Catch 22” of 401(k)s and IRAsAre employer-sponsored plans better than IRAs?Is it time for a Roth conversion?RETIREMENT INCOME PLANNING How to accumulate dollars in the right types of accounts for future retirement incomeStrategies on how to lengthen the life of your moneyWhen should you convert to a Roth?How IRAs and 401(k)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 employeesWhat's happening to stretch IRAs?Will we see annuities included more often in workplace retirement plans?Mathies Financial Partners is a Registered Investment Advisor and also an Insurance Agency Licensed in the State of Colorado.