Solving the Retirement Puzzle Workshop & Lunch in Long Beach, CA

16mar11:00 am12:30 pmSolving the Retirement Puzzle Workshop & Lunch in Long Beach, CAAlpert Jewish Community Center

Event Details

Join us for an engaging and informative retirement seminar!

*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?

more

Time

(Thursday) 11:00 am - 12:30 pm(GMT-07:00)

Location

Alpert Jewish Community Center

3801 East Willow Street, Long Beach, CA 90815

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