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30 Sept
Taxes in Retirement Educational Workshop in Jacksonville, FL

Description

BALANCED FINANCIAL INFORMATION

This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational – no specific products or services will be offered.

TOPICS TO BE COVERED

  • Common misconceptions about taxes in retirement.
  • Understand the official new tax reform rules and their impact on your retirement.
  • Understand the impact of the Tax Cuts and Jobs Act on retirement income streams.
  • Identify tools and strategies available to retirees.

RETIRING TODAY

  • The old retirement vs. TODAY’S retirement
  • How to create a clear vision for retirement that could lead to less stress and more happiness.
  • Understanding the keys to distributing your money in retirement.
  • Understanding RMDs and the implications they have on your retirement.

TAX RATE RISK

  • How rising taxes may affect your retirement cash flow.
  • The “Catch 22” of 401k’s and IRA’s
  • Are 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 money
  • When should you convert to a Roth?
  • How IRA’s and 401k’s cause Social Security taxation

MAXIMIZING SOCIAL SECURITY

  • The causes of Social Security taxation
  • The Social Security thresholds you need to be aware of
  • The real cost of Social Security taxation
  • Strategies to eliminate Social Security taxation
  • Social Security maximization strategies

RETIREMENT DISTRIBUTION PITFALLS

  • How to ensure you won’t run out of money in retirement
  • How to liquidate retirement assets in the right order
  • How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

  • The impact of dramatic market loss in retirement
  • Is “buy and hold” appropriate in retirement?
  • How to shield your assets from stock market volatility
  • Why “asset allocation” alone may not be enough
  • How to truly diversify your retirement portfolio

HOW THE NEW SECURE ACT COULD IMPACT YOUR RETIREMENT:

  • Changes to the RMD age for some!
  • IRA Contribution Age Limit Altered
  • Positive Changes for Part-Time Workers
  • What's Happening to Stretch IRAs?
  • Will We See Annuities Included More Often in Workplace Retirement Plans?

Date and Time

Thu, Sep 30, 2021

6:00p - 7:30p EST

Location

University of North Florida

Adam W. Herbert University Center | 12000 Alumni Drive
Jacksonville , FL 32224
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PT1H30M
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