The changing world of retirement planning
Learn How To Manage Market Volatility, Inflation, Tax Risk & Healthcare Risk...and Much More!
Don't miss out on an exclusive educational event for Bothell residents who are retired or nearing retirement! Join us for a captivating presentation by renowned local financial advisor, Ross Wolf, from Pacific Financial Advisors. Ross will share the latest proven strategies that will help you preserve your wealth, boost your income, and reduce your risk and tax liabilities in retirement. Secure your spot now to gain valuable insights and set yourself up for a prosperous retirement!
WE WILL BE DISCUSSING:
Tax Storm: What to expect from the Inflation Reduction Act and government spending
Managing Risk: Why taxes may be the largest unplanned retirement risk
RMDs: How to reduce them and understand Roth Conversion opportunities
Retirement Income: Will you have enough, and the impact on a surviving spouse
Legacy Planning: Learn tax efficient strategies
Long-Term Care: Better understand your options to protect your health while also protecting your wealth
Teamwork: Learn about the benefits our retirement team brings to each client
Educational Workshop Highlights
Recent legislative changes to Social Security benefits.
Strategies to maximize Social Security payments.
How to reduce or potentially eliminate taxes on your Social Security benefits.
Ways that working can affect your benefits and their taxability.
Certain types of earnings and pensions and how they could affect your benefits.
Married? Learn how to coordinate benefits with your spouse.
Tax reform may change your retirement plan. Find out what’s new and the biggest mistakes to avoid.