Maximizing Social Security: Minimizing Your Tax Workshop in Burleson, TX

248 Southwest Johnson Avenue,Burleson TX 76028

17 May, 2022

Description

Learn how the Economic Impact of COVID-19 could affect your retirement. RETIREMENT 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 The impact of dramatic market loss in retirement 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. Educational workshops provided by The Council of Financial Educators, an IRS-approved 501(c)(3) non-profit organization that is committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape. Tony Rizzo, CFP® is a certified instructor with The Council of Financial Educators. Investment advisory services are offered through Provision Asset, LLC, a Registered Investment Advisor in the state of Texas. Insurance products and services are offered through Provision Retirement, LLC, or through our team of independent agents. Provision Asset, LLC and Provision Retirement, LLC are affiliated companies. Provision Asset, LLC and its advisors do not render tax, legal, or accounting advice. This event is not sponsored or endorsed by the venue location.