New Seminar- Surviving Retirement
Wed, May 21
|University Place
This retirement seminar is for the general public. DRS retirement planning and healthcare in retirement will not be covered at this presentation. See ABOUT YOUR EVENT for event content.
Time & Location
May 21, 2025, 6:30 PM – 8:00 PM
University Place, 9850 64th St W, University Place, WA 98467, USA
About the event
What you learned about retirement may no longer apply in today’s volatile environment. The steps your parents took might not work for you. We compare past thinking with current circumstances and discuss preparing for retirement amid rapid economic changes. You’ll discover common mistakes in withdrawing from your retirement savings, what causes Social Security to be taxed, and ways to minimize or eliminate its taxation. Most importantly, you’ll craft a personal strategy suited to your objectives in a shifting retirement landscape.
Here is what we'll cover and MORE!
The impact of tax law changes on your retirement income
Whether you will have enough money to last throughout retirement
How to optimize the various types of retirement accounts to maximize cash flow
How to determine if Roth conversions can benefit you