Retirement U Workshop Hosted in Smyrna, GA

200 Village Green Circle SE,Smyrna GA 30080

25 January, 2022

Description

Learn how the economic impact of COVID-19 can affect your retirement. Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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. RETIRING TODAY The old retirement vs. TODAY’S retirement How 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 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 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. Is this sponsored by the Social Security administration? Andrew Nida is not affiliated with the Social Security Administration or any other government agency. Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor. AMG-Inc and its President, Andrew Nida, are one of the few "Fiduciary"​ wealth management firms in the greater Atlanta area. Since 2009, AMG-inc has been providing financial services to high net worth clients with unique skill set in advanced planning for the affluent small business.We are driven to provide our clients with clear, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions.