Retirement Planning Workshop in Norman, OK

300 Norman Center Court,Norman OK 73072

29 September, 2022

Description

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 taxationMEDICARE, HEALTHCARE COSTS & CONSIDERATIONS IN RETIREMENT An important subject often overlooked when it comes to building a confident and bulletproof retirement. Learn the ins and outs of what you need to know about Medicare and long-term care.Avoid Medicare Scams!Learn the Difference between Medicare Supplements vs Medicare Advantage PlansMAXIMIZING 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?Advisory services are offered by Investment Strategies, LLC, a Registered Investment Advisor in the State of Oklahoma. Insurance products and services are offered through Bertrand Retirement Solutions, LLC, which are not affiliated. Investment Strategies, LLC, and Bertrand Retirement Solutions, LLC, are not affiliated with or endorsed by the Social Security Administration or any government agency and are not engaged in the practice of law.