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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.