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Retirement Designed Differently Workshop in Mahtomedi, MN

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Wildwood Library - Wildwood Zephyr Room
mahtomedi, united states
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*** Your seat is not reserved until you receive a confirmation call from the team at Fundamental Wealth Designs. ***

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?

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Investment advisory services offered by Foundations Investment advisors, an SEC Registered Investment advisor.

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Wildwood Library - Wildwood Zephyr Room
mahtomedi, united states
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