Retirement Tax Planning Workshop
When:
July 14th & 21st (Tuesday)
6:00 PM-8:00 PM
OR
July 15th & 22nd (Wednesday)
6:00 PM-8:00 PM
Where:
Missouri Innovation Campus
MIC building: Room B101
1101 NW Innovation Parkway
Lee's Summit, MO 64086
What you'll learn at the two-day workshop
How to claim Social Security in a tax-friendly way — and why the timing decision is really a tax decision in disguise
How to determine whether Roth conversions belong in your plan — and how to execute them at the right time, in the right amount, without triggering unnecessary taxes
How to build a tax-efficient income and spending plan so you control what shows up on your tax return in retirement — not the IRS
Why most 401(k) and IRA millionaires are unknowingly building a larger tax bill every year they wait — and what to do about it now
How to factor in market volatility and stress-test your plan before you stop working — including how taxes make a bad market even worse
How to know if your advisor is truly ready for your retirement — and the mistakes to avoid
Strategies to potentially increase your monthly after-tax income in retirement — so you can fully enjoy your go-go years without taking on more risk
This is for you if...
Age 50+ and planning to retire within the next 10 years
Most of your savings sit in 401(k)s and IRAs
You're concerned about taxes to and through retirement
You want to make sure you're not missing Roth conversion opportunities
Your advisor mainly talks about investments and the market—not taxes
Learn the 9 Retirement Tax Surprises Nobody Warned You About Most are predictable. All are avoidable.
The Community College or University is not affiliated with the event and should not be contacted regarding the class.
Retire Ready Academy presenters are licensed and trained financial professionals. Retirement Masterclass does not promote or endorse any specific product or company, and no selling is allowed. Retirement Masterclass is an workshop for general, non-commercial, information only and are not intended to be construed as tax, legal, or financial advice. attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the workshop.
The goal of this workshop is to expose you to ideas and financial vehicles that may help you work toward your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. Please note that Kyle Hammerschmidt and its representatives do not give legal, tax or investment advice. The presenter, speaker and/or sponsor of this workshop as well as the information presented at the workshop is not related to, endorsed by, nor connected with and not approved by the Social Security Administration or any government agency or organization.