Taxes in Retirement and The SECURE Act
Thursday July 29th, 2021 at 1:30 PM or 6:30 PM
We also have a Mastering Social Security and Medicare Planning Workshop coming up in the future. Attend BOTH workshops for a chance to win a $100 Visa Gift Card! Click the button below to see the details.
You and a guest are invited to attend this educational and interactive workshop covering:
Taxis in Retirement and The SECURE Act
Date & Time:
Thursday July 29th
1:30 PM or 6:30 PM
Location:
Advisor Workshop Location
Limited Seating Available
Reserve your workshop seat or schedule a One-on-One presentation at your convenience.
Attendees Will Receive Two Complimentary Guide Books
Did You Know?
As of January 1st 2020 the government made regulatory changes that directly affect your retirement.
Get informed on all of these changes and more.
Date & Time:
Thursday July 29th
1:30 PM or 6:30 PM
Location:
Advisor Workshop Location
Attendees Will Receive Two Complimentary Guide Books
What To Expect At The Event or One-on-One
After Tax – Retirement Planning Errors
A critical error individuals make when budgeting for retirement is planning around the face value of their financial accounts. If you’re not constructing a plan based on “after-tax” funds, you will be in for a big surprise.
Example: A $500,000 401(k)/IRA may have a diminished value of only $325,000.
We discuss methods to mitigate the tax burden and maximize value on such accounts.
Key Tax Topics To Be Discussed:
Social Security Tax Torpedo:
Did you know that increases in adjusted gross income can affect marginal tax rates on Social Security and can lead to massive tax bills, aka the Tax Torpedo. We discuss causes and ways to avoid this burden.
The Medicare IRMAA Cliff:
Did you know the sale of stock or other income increases can affect your IRMAA and push monthly Part B premiums as high as $504.90! Get informed on how to navigate around the IRMAA Cliff.
What Else You Will Learn:
RMD Taxation
Discover how to pay the absolute minimum in taxes when taking your required minimum distributions (RMD).
Income Distribution
Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!
SECURE Act
Many do not know of the SECURE Act and the numerous benefits it has on your IRA investment accounts. We will cover these and more in all their detail.
ROTH IRA Conversion
Learn how converting assets from a 401(k) or Traditional IRA to a Roth account creates greater flexibility and pro-actively mitigates taxation on such assets.
Why we created this class:
This educational course was developed for adults ages 50 – 72. There is no cost or obligation, but seating is limited so reserve your spot today.
If you’re like most Americans, you never gave retirement induced tax implications much thought until now. You may also be realizing that there is an overwhelming amount of information to each of these topics.
We host these classes to help educate those who are looking for guidance on best practices to minimizing their tax burden and maximize income. It is our goal to make sure you avoid costly mistakes and effectively coordinate benefits with your overall retirement plan.
Meet Your Presenter:
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Advisor Phone Number
Advisor Email Address
Advisor Office Address
Advisor Website
Complete this form to reserve a workshop seat
We also have a Mastering Social Security and Medicare Planning Workshop coming up in the future. Attend BOTH workshops for a chance to win a $100 Visa Gift Card! Click the button below to see the details.
Meet Your Presenter:
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam sem arcu, tristique id augue eget, tincidunt consectetur purus. Quisque mollis orci quis tortor semper porta. Nulla ut posuere velit. Phasellus eros nibh, ultricies eget leo vel, egestas consectetur orci. Maecenas massa urna, consectetur quis tortor non, porttitor mollis tellus. Pellentesque pretium nisi eu nisi interdum, ut posuere tellus commodo. Maecenas massa urna, consectetur quis tortor non, porttitor mollis tellus. Pellentesque pretium nisi eu nisi interdum, ut posuere tellus commodo.
Advisor Phone Number
Advisor Email Address
Advisor Office Address
Advisor Website
Complete the form below to schedule a One on One
Meet Your Presenter:
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Advisor Phone Number
Advisor Email Address
Advisor Office Address
Advisor Website
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Social Security and Medicare Planning
Here’s what we’ll be covering at this Workshop:
-
- How to Maximize Social Security benefits for the highest lifetime payout!
- Claiming Strategies for Spouses, Divorcee’s, Widowers, and Survivors
- Coordinating Social Security with your overall retirement income plan
- Medicare Enrollment Timelines: Turning 65 or still employed?
- What’s the difference between Medicare Parts A, B, C, and D?
- Coverage Options: Original Medicare or Medicare Advantage?
- What does a Medicare Supplement do? Which plan is best for me?