Broker Check
23 March
Baby Boomer Retirement Course | Ponte Vedra Beach Library


What You Will Learn:

  • Offsetting the cost of catastrophic illness.
  • The Tax Cuts and Jobs Act - how it may affect you and your retirement.
  • Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.
  • How required minimum distributions may increase your tax liability.
  • The sources of retirement income - including social security, pension, retirement accounts, and retirement
    plan distributions - and how they are taxed.
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to
  • manage them.
  • Key questions you should ask any financial advisor.

Who Should Attend?

  • Baby Boomers looking for guidance based on recent academic research.
  • Individuals and couples between the ages of 56 and 73.
  • Those concerned about our financial markets and future tax liabilities.
  • Investors looking for new perspectives or ideas.

Why Now?

  • It’s a good idea to address taxes while they are at historically low rates.
  • Global market instability and record national debt necessitates action.
  • Recent research indicates a different approach to retirement planning could be beneficial.
  • You only get one shot at retirement. Make it count.

Date and Time

Mon, Mar 23, 2020

6:00p - 7:30p EST


Ponte Vedra Public Library

101 Library Boulevard
Ponte Vedra Beach , FL 32082
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Event Registration