Taxes in Retirement Workshop in Diamondhead, MS

3410 Yacht Club Circle,Diamondhead MS 39525

06 December, 2021

Description

Learn how the "COVID-19 Crash" changed retirement rules and strategies to maximize Social Security, reduce taxes and manage market risks. Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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. TOPICS TO BE COVERED INCLUDE How to avoid the #1 fear for retirees: Running Out of Money.The latest Social Security changes and how to maximize the benefit your tax dollars paid for What is the SECURE Act of 2020 and how could it effect your retirement?The impact of fees, taxes and penalties on your retirement income and what you can do about it.The 6 questions every successful retirement plan needs to answer.How to turn retirement accounts into paychecks for life.How to limit or avoid huge market losses without sacrificing competitive return rates.AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: How to potentially reduce taxation on your Social Security after you start receiving your benefits.How you can potentially fill the gap between Social Security and your desired Retirement Income.How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.Learn strategies that teach you how to structure RMD's Tax Efficiently.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. Paul Roberts III is the President / Owner of Roberts Wealth Management of Mississippi, LLC.  As an Investment Adviser Representative, he holds a fiduciary responsibility to each client.  Clients have the ease of knowing their financial planning and advice are given with their best interest in mind.  After becoming a client, Paul will be your coach, mentor, and advisor in all aspects of your financial life.  He utilizes his knowledge and experience in the financial industry to implement individualized planning for each client.  Paul’s passion and skillset allows for confident planning for a lifetime. While not in the office, Paul enjoys navigating the waters while fishing and spending time on his boat with family.