THE CHANGING WORLD OF RETIREMENT PLANNING - The first of this two part series takes place on March 24th from 6:30 PM to 9:30 PM At the Renton Technical College. The second date will be at the same time and location on March 31st

Course Section Summaries

Take a sneak-peek at our course overview:

• RETIRING IN THE TWENTY-FIRST CENTURY
  Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.

• TAX RATE RISK
  Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.

• RETIREMENT DISTRIBUTION PLANNING
  earn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.

• ESTATE PLANNING
  Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.

• MAXIMIZING SOCIAL SECURITY
  Social Security can be taxed. Learn about the impact of Social Security taxation on your retirement.

• MITIGATING MARKET LOSS
  Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.

• RETIREMENT DISTRIBUTION PITFALLS
  Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.

• LONG-TERM CARE PLANNING
  Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.

Complimentary Workbook

As part of this course, you will receive a two-volume set of workbooks that provides examples and illustrations designed to reinforce the concepts taught in class.

Watch the Trailer for the Documentary,
The Power of Zero: The Tax Train is Coming

View the trailer to get a sneak peek of the educational topics that are explored in the course.

At this comprehensive workshop, you will:

• Find out how you could end up paying MORE in taxes in retirement than you thought due to lost deductions

• Discover ways to use the 2018 tax changes to your advantage BEFORE taxes go up in 2026.

• Learn how distributions from your 401k or IRA could cause you to lose up to one-third of your Social Security

• Understand creative strategies that will protect you from rising tax rates and ensure you will receive your Social Security tax-free

Are you ready to protect yourself from rising tax rates?

Your Course Instructor is Ross S. Wolf

This course is offered by the Society For Financial Awareness - Washington Affiliate. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. There is no cost to attend this event.