Broker Check
28 July
Taxes in Retirement Workshop

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 of running out of money as you distribute your assets in retirement.

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 two types of 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

Date and Time

Thu, Jul 28, 2022

6:00p - 7:00p PST

Location

University of North Florida - Adam W. Herbert University Center

12000 Alumni Drive
Jacksonville , FL 32224
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PT1H

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