Social Security & Income Planning Workshop in Gallatin, TN

210 Albert Gallatin Avenue,Gallatin TN 37066

09 December, 2021

Description

Learn how the Economic Impact of COVID 19 can affect you. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. 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 or running out of money as you distribute your assets in retirement. BALANCED FINANCIAL INFORMATION This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational – no specific products or services will be offered. IMPORTANT TOPICS FOR RETIREMENT TODAY 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 • How lost deductions may affect your taxes in retirement RETIREMENT INCOME PLANNING • The three basic retirement accounts • How to accumulate dollars in the right types of accounts for future retirement income • What’s better for you: tax-deferred or tax-free accounts? • How to define a “true” tax-free investment • When should you convert to a Roth? • How IRA’s and 401k’s cause Social Security taxation • Strategies to reduce or eliminate taxes in retirement MAXIMIZING SOCIAL SECURITY • The causes of Social Security taxation • The Social Security thresholds you need to be aware of • The real cost of Social Security taxation • Strategies to eliminate Social Security taxation • 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 • Is “buy and hold” appropriate in retirement? • How to safeguard against two types of investment risk • How to shield your assets from stock market volatility • Why “asset allocation” alone may not be enough • How to truly diversify your retirement portfolio Are you in the high risk health group? Can't make this seminar time? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information. Appointments offered via Zoom, Phone, or One-on-One Consultation. Click Here to Schedule Your Appointment This event is designed to help provide general information on the subjects covered, and is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, make or recommend any tax plan or arrangement. Please note, neither the presenter nor World Equity Group, Inc., provides legal or tax advice. You are encouraged to consult your tax advisor or attorney. This event is designed to help provide general information and is not intended to be a recommendation to buy or sell any specific financial product or service. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss. Jeffrey Duncan has been in the financial planning industry for over 10 years. His previous 30 years as a real estate broker and auctioneer helps him recommend real estate-related investments and understand the vital role real estate plays in helping to meet clients’ financial needs. His experience sets the foundation for his work as a financial advisor. Jeffrey’s attention to detail, listening skills, and empathy are symbols of his appreciation for his clients. He works hard to support his clients’ dreams while helping to protect their financial future. His professionalism has helped him build long-term relationships with his growing client base while providing excellent customer service. Jeffrey received his bachelor’s degree in finance with a financial planning emphasis and associate’s degree in real estate from Western Kentucky University. His focus is on retirees, real estate brokers, auctioneers, agents, attorneys, and CPAs. Jeff uses his experience and knowledge to help clients meet their financial objectives by providing financial solutions, including 1031 exchange programs. Jeffrey is happily married to his lovely wife, Leigh Anne, and has two adult children, four grandchildren, and five great-grandchildren. Jeff’s love of family is almost equal to his love of golf and Kentucky basketball.