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Events

Taxes in Retirement Webinar

Taxes in Retirement Webinar

Dates:

Tuesday, November 8, 2022 6:00 pm

Thursday, November 10, 2022 11:00 am

Tuesday, December 6, 2022 6:00 pm

Thursday, December 8, 2022 11:00 am

Tuesday, December 13, 2022 6:00 pm


Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.


Topics Discussed:

1. Tax Planning

How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks.

2. Social Security

Understanding the latest Social Security rules and how to implement them within your retirement plan. 

3. RMD's

Understanding the Required Minimum Distribution rules, and how to strategically take distributions to best minimze taxation and penalites. 

4. Market Volatility 

How to lower the risk of your portfolio while still making good returns.

5. Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.


Click on the sign up button to sign up for one of these events.

If you need assistance signing up, please feel free to contact us at (951) 652-1544 or email info@ruggierifinancial.com

Retirement Planning Pitfalls Webinar

Retirement Planning Pitfalls Webinar

Dates:

Tuesday, November 22, 2022 6:00 pm


Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.


Topics Discussed:

1. Tax Planning

How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks.

2. Social Security

Understanding the latest Social Security rules and how to implement them within your retirement plan. 

3. RMD's

Understanding the Required Minimum Distribution rules, and how to strategically take distributions to best minimze taxation and penalites. 

4. Market Volatility 

How to lower the risk of your portfolio while still making good returns.

5. Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.


Click on the sign up button to sign up for one of these events.

If you need assistance signing up, please feel free to contact us at (951) 652-1544 or email info@ruggierifinancial.com

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