Retirement Series

Event Details

Retirement Series Are you planning to retire or already retired?  Do you have questions about where and how to invest your retirement assets in this environment of market volatility and uncertainty? Do you know how to take income from your retirement accounts in a tax-efficient manner? Are you concerned about running out of money in retirement? If the answer is yes to these questions, then this class could be very helpful to you at this important point in life.

Join James C. Sexton III, CFP®, CFS, and Gage Paul CFP®, RICP®, EA, of Western Reserve Capital Management or these classes concentrating on critical retirement and investment issues.

Topics that will be covered in this class: • The critical tax question you must answer BEFORE retirement • 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 • Why taxes need to be managed even before retirement • Using tax-loss harvesting to potentially lower your taxes • Mistakes to avoid when it comes to your investment portfolio, health care, and estate • Using portfolio rebalancing as part of your income plan • Strategies and tactics to potentially maximize IRA assets • Avoiding costly IRA roll-over mistakes • Asset Location for IRAs and Non-IRAs

Class #1 Retirement Income, Taxes, and Social Security

Class #2 IRAs and Investing in Retirement

Event Type(s): General

Age Group(s): All Ages

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