Retirement YOU Course in Santa Clarita, CA

18410 Sierra Highway,Santa Clarita CA 91351

07 April, 2022

Description

Join us for an educational seminar covering important retirement topics for today's retirees! RETIRING TODAY TAX RATE RISK Why experts say tax rates could doubleHow rising taxes may affect your retirement cash flowThe “Catch 22” of 401k’s and IRA’sHow lost deductions may affect your taxes in retirementRETIREMENT INCOME PLANNING The three basic retirement accountsHow to accumulate dollars in the right types of accounts for future retirement incomeWhat’s better for you: tax-deferred or tax-free accounts?How to define a “true” tax-free investmentWhen should you convert to a Roth?How IRA’s and 401k’s cause Social Security taxationStrategies to reduce or eliminate taxes in retirementMAXIMIZING 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 the new rules on “Rate of Withdrawal” affect People Nearing RetirementHow 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 Is “buy and hold” appropriate in retirement?How to safeguard against two types of investment riskHow to shield your assets from stock market volatilityWhy “asset allocation” alone may not be enoughHow to truly diversify your retirement portfolioFREQUENTLY 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? Jeff McCarty is not affiliated with the Social Security administration or any other government agency. Investment Advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Registered Investment Advisor. Subadvisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, Consulting and Legal Document Assistance services offered through Prestige Financial Advisors and or The Document People. Prestige Financial Advisors and The Document People are separate and unaffiliated entities from Simplicity Wealth, LLC and Simplicity Solutions, LLC.