Retirement U Workshop Hosted in Ankeny, IA

1055 Southwest Prairie Trail Parkway,Ankeny IA 50023

18 October, 2022

Description

TOPICS FOR RETIRING TODAY Preview our local retirement interviews and educational videos here. 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 The impact of dramatic market loss in retirementIs “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. Should I arrive early? It is recommended that you arrive 10 minutes early to have ample time to park and secure a seat. Do I need to bring anything? No, you will be provided with pen and paper to take notes. Mark Triplett Is An Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this program should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.