Retirement Income, Taxes & Social Security

TO REGISTER

Call: (833) 973-0631
or visit: www.youRSVP.com and enter code: TUHPEK

Your retirement is about having the financial security to do what you want when you want, how you want if you choose to. Retirement is about managing income. Learn simple steps designed to empower you and bring confidence to your retirement.

Bonus Topic:

How the Coronavirus and stock market crisis has impacted your retirement.

WORKSHOP TOPICS

• How to build a structured retirement income plan.
• How to make “tax-wise” decisions regarding the timing and sources for drawing income.
• How to measure your personal level for investment “risk” tolerance and compare that to the risk levels inherent in your retirement investment portfolio.
• How to maximize Social Security retirement benefits.
• When your benefits may begin and how the age at which you apply will affect the amount you receive.
• What types of retirement plans require RMDs.
• How to maximize Social Security benefits and how to minimize taxes on them.
• How inflation may impact your benefits.
• What distribution options are available (& best) for your unique situation.
• Sequence of returns risk and how it may affect your retirement portfolio.
• Compare tax-deferred vs. tax-advantaged retirement income strategies.
• Stock Market – Should you cash in or cash out?

WORKSHOP COMMITMENT

These workshops are strictly educational and do not promote any products or companies. A “Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered.

There is no cost to attend, but advanced registration is required.