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FREE Seminar: The Changing World of Retirement Planning

William E. Durr Public Library

Meeting Room B

1992 Walton Nicholson Rd, Independence, KY 41051

May 16 & 23

5:30-8:30  pm

 

You will discover how to:

· Evaluate the impact of the 2018 tax law changes on your retirement

· Determine how to make your money go further in your retirement

· Use the 3 basic types of accounts to maximize cash flow in retirement

· Evaluate the benefits of a Roth Conversion

· Maximize Social Security income

· Reduce, or eliminate, unwanted expenses or delays with estate planning

· Understand if your portfolio is truly “diversified”

· Avoid the three basic “pitfalls” of retirement distribution planning

 

Course Overview


Retiring in the 21st Century

· Keys to transitioning to retirement

· The old retirement paradigm vs. the new paradigm

Tax Rate Risk

· Why experts say the tax rate may double

· How rising taxes may affect your retirement cash flow

Retirement Distribution Planning

· What is better for you: tax-deferred or tax-advantaged accounts?

· When should you convert your current holdings?

Estate Planning

· A will vs. a trust

· How to avoid probate

Maximizing Social Security

· The causes of Social Security taxation

· Social Security  maximization strategies

Retirement Distribution Pitfalls

· How to ensure you won’t run out of money in retirement

· How to liquidate your retirement assets in the right order

Mitigating Market Loss

· Is “buy and hold” appropriate in retirement?

· How to truly diversify your retirement portfolio

Long-Term Care Planning

· The 4 common alternatives to pay for long-term care

· Medicaid spend-down rules


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DG Advisors
211 Grandview Drive Suite 230A
Fort Mitchell, KY 41017

P: (859) 283-5755
F: (859) 283-5774
E: jonathan@mydgadvisors.com

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Securities and advisory services are offered to residents of FL, IN, KY, and OH through registered representatives of Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities and DG Advisors are not affiliated and neither provide tax or legal advice.

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*All legal questions and consulting will be provided by a licensed attorney from Damstrom Group Law, PLLC – DGLaw

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