Events

This workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

Some of the topics covered in the class include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security “tax trap” is and how you can avoid it; why tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers;

With this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities.