Coordinating Social Security and Retirement Income in a Tax Efficient Manner

Why isn't anyone talking about how to convert my retirement accounts into retirement income?

If the thought of retirement seems more intimidating than exciting, you’re not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.

Please Join us for this complimentary informational seminar at Richland Public Library. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

Did you know?

• Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuations
• A couple will spend an estimated $330,000 on healthcare throughout retirement
• Inflation can lower the value of your savings from year to year
• Nearly 60% of retirees don’t budget for entertainment and activities

We will be discussing:

• Strategies to minimize RMDs at age 73 and lessen your lifetime tax burden now
• Learn how to create secure lifetime income from your IRAs
• ROTH IRA conversion strategies
• How to take advantage of the 1-2 year tax window now
• Secure Act 2.0 , learn how the legislation will affect YOUR IRAs

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Spouses are encouraged to attend!

Seating is limited. Register now!