Feeling like you want to retire soon, but want to make sure all your retirement ducks are in a row?
This workshop is your one-stop shop for navigating the crucial 10 years leading up to retirement. Join us for a step-by-step guide that will equip you with the knowledge and tools to build a secure and fulfilling post-work life.
During the workshop, we will cover:
– The 5 biggest retirement mistakes to avoid.
– The 2024 tax changes and how these could alter your retirement plan.
– 3 common ways retirees run out of money in retirement (and how to avoid them).
– How rising taxes may affect your retirement cash flow.
– The recent changes to Required Minimum Distributions and ways to avoid costly penalties.
– How to transition to the distribution phase of investing.
– Social Security and how make it work for you.
– How to develop a tax-efficient retirement income plan.
and much more!
Don't miss out, register today!
Speaker(s): David Sandhu
Agenda:
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Virtual: https://events.vtools.ieee.org/m/427455