Retirement Masterclass

Matt Stevenson, President of Allied Wealth, helps assist clients using an analytical, methods-based approach each day to help them achieve their financial goals in retirement. His goal is to teach clients about various options available to them and help them build a comprehensive financial plan they can utilize during the most important years of their lives.

Join Matt Stevenson, President of Allied Wealth, for a retirement masterclass. Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

RETIRING TODAYTAX RATE RISK

Why experts say tax rates could double

How rising taxes may affect your retirement cash flow

The “Catch 22” of 401k’s and IRA’s

How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING

The three basic retirement accounts

How to accumulate dollars in the right types of accounts for future retirement income

What’s better for you: tax-deferred or tax-free accounts?

How to define a “true” tax-free investment

When should you convert to a Roth?

How IRA’s and 401k’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

RETIREMENT DISTRIBUTION PITFALLS

How the new rules on “Rate of Withdrawal” affect People Nearing Retirement

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

How to liquidate retirement assets in the right order

How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

Is “buy and hold” appropriate in retirement?

How to safeguard against two types of investment risk

How to shield your assets from stock market volatility

Why “asset allocation” alone may not be enough

How to truly diversify your retirement portfolio.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration? Matt Stevenson is not affiliated with the Social Security administration or any other government agency.