• Better your retirement and tax strategies!

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    Name: Better your retirement and tax strategies!
    Date: February 12, 2020
    Time: 6:00 PM - 7:00 PM PST
    Event Description:
    CLASS DESCRIPTION Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class is a comparison/contrast between the old retirement paradigms of and the new paradigms of today as you prepare to retire in the 21st century. You?ll discover how to insulate yourself from the risk of rising taxes, protect your Social Security from taxation, and avoid common pitfalls as you distribute your assets in retirement. Regardless of your stage in the process, you?ll learn updated strategies that will help you build and preserve wealth in volatile times. Whether you have no retirement plan, are developing a retirement plan, nearing retirement, or recently retired, this course is designed to help you assess your current financial position. From there, a personalized road map can be developed that helps you achieve your retirement goals. COURSE OBJECTIVES ? Determine if you have enough money for retirement ? Protect your assets in a rising tax rate environment ? Use the 3 basic types of retirement accounts to maximize cash flow in retirement ? Evaluate the benefits of a Roth Conversion ? Maximize Social Security income ? Protect your portfolio against stock market loss during retirement ? Reduce or eliminate unwanted expenses or delays with estate planning ? Understand if your portfolio is truly ?diversified? ? Avoid the three basic ?pitfalls? of retirement distribution planning Tony and Angela?s Bio/Purpose: The Solution People was founded by Tony Velickoff and Angela Gaston. The company?s mission is to build relationships and educate the community to make tax-efficient road maps that lead into retirement. We believe that wealth preservation education leads to community improvement over the long-term and are committed to that purpose. A stronger, financially viable, more sustainable community produces a better world for those who come after us.
    1250 N. Wenatchee Ave. Suite F
    Wenatchee, WA 98801
    Date/Time Information:
    2nd Wednesday of every month
    Contact Information:
    The Solution People Tony Velicoff & Angela Gaston 509-293-7799
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