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PROVEN STRATEGIES FOR A SUCCESSFUL RETIREMENT

Are You Retired, Or Nearing Retirement and Looking For the Confidence to Take the Next Step? 

Topics: How to overcome 6 big obstacles to a successful retirement; Shifting from accumulation to income and preservation of assets; Taxes and what can be done about them; Understanding fees inside of your mutual funds and 401k accounts; Pensions and Social Security-when and how to claim; and more...

When: Thursday, November 8, 2018 - 6:00 pm
Where: 5430 Massillon Road
Host: The Twisted Olive
 

PROVEN STRATEGIES FOR A SUCCESSFUL RETIREMENT

Are You Retired, Or Nearing Retirement and Looking For the Confidence to Take the Next Step? 

Topics: How to overcome 6 big obstacles to a successful retirement; Shifting from accumulation to income and preservation of assets; Taxes and what can be done about them; Understanding fees inside of your mutual funds and 401k accounts; Pensions and Social Security-when and how to claim; and more...

When: Tuesday, November 13, 2018 - 6:00 pm
Where: 4769 Belpar Street NW
Canton, OH 44718
Host: Lucia's Steakhouse
 

TAX FREE RETIREMENT

How to reduce or elimiate taxes in retirement.

The U.S. has promised trillions of dollars for Social Security and Medicare that it simply can't afford to keep. The only way to deliver on these promises is to raise taxes. Enjoying a retirement potentially free from taxation takes proactive and strategic planning.

  • Will your taxes be higher or lower in retirement?
  • Is it possible to have too much money in an IRA/401k and is there a better alternative?
  • Can you reduce taxes on IRA/401k distributions?
  • What is a Roth IRA and Roth Conversion and can they really save taxes in the long term?
  • What are the key provisions from the new Tax Cuts and Jobs Act that can lower your tax bill?
  • What strategies will help minimize taxes in retirement?
  • How is Social Security taxed?

When: Thursday, November 15, 2018 - 6:15 PM
Where: Seaman Retirement Planning Office
4327 Executive Circle NW
Canton, OH 44718