Retirement YOU Workshop in Colorado Springs, CO

1307 Republic Drive,Colorado Springs CO 80921

20 September, 2022

Description

WHY THIS CLASS MATTERS 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. IMPORTANT TOPICS FOR RETIREMENT TODAY TAX RATE RISK How rising taxes may affect your retirement cash flow.The “Catch 22” of 401k’s and IRA’sAre employer sponsored plans better than IRAs?Is it time for the Roth conversions?RETIREMENT INCOME PLANNING How to accumulate dollars in the right types of accounts for future retirement income.Strategies on how to lengthen the life of your moneyWhen should you convert to a Roth?How IRA’s and 401k’s cause Social Security taxationMAXIMIZING 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 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 shield your assets from stock market volatilityWhy “asset allocation” alone may not be enoughHow to truly diversify your retirement portfolioHOW THE NEW SECURE ACT COULD IMPACT YOUR RETIREMENT Changes to the RMD age for some!IRA Contribution Age Limit AlteredPositive Changes for Part-Time WorkersWhat's Happening to Stretch IRAs?Will We See Annuities Included More Often in Workplace Retirement Plans?Mathies Financial Partners is a Colorado registered investment advisor that provides advisory services and is licensed to provide insurance products. The information provided and discussed during the event is intended to be general financial literacy and is not intended to be legal or tax advice. No personal, specific investment or financial advice will be provided in the absence of a written agreement. The ideas and information shared during the event are not guaranteed, and may not work if there are law changes, significant changes in regulations or economic factors. This event is also not intended to be a means of avoiding Federal or State taxes. Individuals are encouraged to seek counsel from a tax professional or legal professional for questions in these areas. By registering you are opting into email communication from Mathies Financial Partners. Privacy is important. We do not sell your information