Solving the Retirement Puzzle Workshop & Lunch in Long Beach, CA
Join us for an engaging and informative retirement seminar! *LUNCH WILL BE PROVIDED.* IMPORTANT TOPICS FOR RETIREMENT TODAY TAX RATE
*LUNCH WILL BE PROVIDED.*
IMPORTANT TOPICS FOR RETIREMENT TODAY
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?
(Thursday) 11:00 am - 12:30 pm
Alpert Jewish Community Center
3801 East Willow Street, Long Beach, CA 90815