Broker Check
19 March
Taxes in Retirement Educational Workshop in Jacksonville, FL

Description

About this event

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 RETIRING TODAY

TAX RATE RISK

• Why experts say tax rates could double

• How rising taxes may affect your retirement cash flow

• The “Catch 22” of 401k’s and IRA’s

• How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING

• The three basic retirement accounts

• How to accumulate dollars in the right types of accounts for future retirement income

• What’s better for you: tax-deferred or tax-free accounts?

• How to define a “true” tax-free investment

• When should you convert to a Roth?

• How IRA’s and 401k’s cause Social Security taxation

• Strategies to reduce or eliminate taxes in retirement

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 the new rules on “Rate of Withdrawal” affect People Nearing Retirement

• 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 safeguard against investment risk

• How to shield your assets from stock market volatility

• Why “asset allocation” alone may not be enough

• How to truly diversify your retirement portfolio

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration?

Peter Laliberte is not affiliated with the Social Security administration or any other government agency.

Insurance products and services offered by Liberty Advisory Group, LLC. Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission.

 

Date and Time

Tue, Mar 19, 2024

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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