Upcoming Events

 

 

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New Rules
of Retirement

Tuesday October 4, 2022 6:30-8:00 PM

American Fork Library

Here are some of the things that you will learn:

  • Understand how inflation is impacting your retirement dollars.

  • How market volatility may affect your long term retirement income.

  • Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.

  • How required minimum distributions may increase your tax liability.

  • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.

  • Getting your estate in order: understanding tax-efficient distribution to your heirs

  • The rules regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.

  • Offsetting the cost of catastrophic illness.

  • The importance of understanding your risk tolerance and market volatility.

Todd and Dallin Schwendiman will use their vast knowledge of financial planning to help you get the important information you need to properly prepare for your retirement!

Map
green frame.jpg

New Rules
of Retirement

Thursday October 6, 2022 6:30-8:00 PM

American Fork Library

Here are some of the things that you will learn:

  • Understand how inflation is impacting your retirement dollars.

  • How market volatility may affect your long term retirement income.

  • Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.

  • How required minimum distributions may increase your tax liability.

  • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.

  • Getting your estate in order: understanding tax-efficient distribution to your heirs

  • The rules regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.

  • Offsetting the cost of catastrophic illness.

  • The importance of understanding your risk tolerance and market volatility.

Todd and Dallin Schwendiman will use their vast knowledge of financial planning to help you get the important information you need to properly prepare for your retirement!

Map