No Attendance Fee for Educational Event/Presentation Offered Through the Society for Financial Awareness (SOFA) at these locations: 3410 Ronald Reagan Blvd Cumming GA and 8371 Main Street Woodstock GA

Course: The Changing World of Retirement Planning

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

YOU WILL DISCOVER HOW TO:

  • Determine if you have enough money to retire (start here to find out how rich you really are)
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Insulate yourself from the impact of rising taxes
  • Maximize Social Security income
  • Ensure you won’t run out of money in retirement
  • Create a plan that keeps pace with inflation
  • Minimize risk and maximize return in your investments
  • Protect against a long-term care event
RETIRING IN THE 21ST CENTURY
  • The old retirement paradigm vs the new paradigm
  • How to create a clear vision for retirement
  • Creating a retirement road map
  • Keys to transitioning to retirement
TAX RATE RISK
  • Why experts say tax rates could double
  • How rising taxes may affect your retirement cash flow
  • The “Catch 22” of 401ks and IRAs
  • How lost deductions may affect your taxes in retirement
RETIREMENT DISTRIBUTION PLANNING
  • The three basic retirement accounts
  • How to accumulate dollars in the right types of accounts for retirement
  • What’s better: tax-deferred or tax-advantaged accounts?
  • How to define a “true” tax-advantaged investment
  • When should you do a Roth Conversion?
  • How IRAs and 401(k)s cause Social Security taxation 
  • Strategies to reduce or eliminate taxes in retirement
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
LONG-TERM CARE PLANNING
  • How a long-term care event may affect your retirement (click here to see an example)
  • Medicaid spend-down rules
  • Community spouse rules
  • The 4 common alternatives to pay for long-term care
  • Recent innovations in long-term care planning
SOLVING LONGEVITY RISK: STOCK MARKET APPROACH
  • Why longevity is your greatest retirement risk
  • How longevity risk amplifies other retirement risks
  • How a stock market approach may help mitigate longevity risk
  • How new withdrawal rate rules may affect your income plan
GUARANTEED* LIFETIME INCOME
  • The potential shortcomings of a stock market approach to mitigating longevity risk
  • How to guarantee* you’ll never outlive your money
  • Six benefits of a guaranteed* lifetime income approach
  • Why “asset allocation” alone may not be enough
INCOME PLANNING IN RETIREMENT
  • The 3 shortfalls of a guaranteed* lifetime income approach
  • How to avoid disinheriting your heirs at death
  • How to ensure your retirement income keeps pace with inflation
  • The pitfalls of drawing guaranteed* lifetime income from IRAs
PROTECTING AGAINST LONGEVITY RISK ANDE TAX RATE RISK
  • Why most financial plans overlook longevity and tax rate risk
  • How rising tax rates can affect your income plan in retirement
  • How to draw guaranteed* lifetime income from a Roth IRA
  • How to ensure your retirement income won’t cause Social Security taxation
ESTATE PLANNING
  • Planning for incapacity
  • Reducing estate taxes
  • A will vs a trust
  • How to avoid probate
  • Asset gifting
  • Transferring property at death

 

*contractual guarantees are based on the strength and claims-paying ability of the issuing insurance company

Locations, Dates &Times:

3410 Ronald Reagan Blvd
Forsyth Conference Center–Lanier Tech Institute
3410 Ronald Reagan Blvd
Cumming, GA 30041
Light Snacks & Beverages Will Be Served: CLASSES TOTALLY BOOKED!

The Changing World of Retirement Planning (A 2-Series-Class Taught in 2 Separate Evenings)
Class 1: Check Back for More 2022 Classes–6:30pm — 9:00pm — Choose which works for you!
Class 2: –Check Back for More 2022 Classes 6:30pm — 9:00pm — Includes a Final Exam! (If you don’t pass, you can’t retire!)

Chattahoochee Technical College – Woodstock GA Campus

8371 Main Street Woodstock, GA

8371 Main St
Woodstock, GA 30188
Light Snacks & Beverages Will Be Served: Phone 678.892.8488 or register online at www.enrolltoday.education/76705

The Changing World of Retirement Planning (A 2-Series-Class Taught in 2 Separate Evenings) Choose which works for you!
Class 1: Thursdays-May 12 & 19, 2022 6:30pm — 9:00pm — Includes a Final Exam! (If you don’t pass, you can’t retire!)
Class 2: Tuesdays-May 17 & 24, 2022 6:30pm — 9:00pm — Includes a Final Exam! (If you don’t pass, you can’t retire!)
Get the latest developments, trading tips, and insights

Subscribe To Our Weekly Markets Update

Weekly markets wrap, technical tips on the trade, what’s behind the movements, tips for retirement planning, recipes, info on healthy lifestyle, and a Quote of the Week from a famous Markets Insider–EVERY WEEK in your Saturday morning inbox.

Trustpilot