Roberts Wealth Management
Roberts Wealth Management Workshops Learn. Plan. Retire with Confidence.
Complimentary educational events focused on protecting your lifestyle, optimizing income, and making the most of your retirement years.
Educational Workshop
Taxes in Retirement
The classic strategies that worked for our parents don’t always work today. Learn how to navigate Social Security taxation, rising tax rates, the SECURE Act, and avoid common drawdown mistakes so you don’t run out of money in retirement.
Balanced Financial Information
This class is designed to give each attendee a comprehensive, plain-English financial education while exposing the pitfalls and risks that derail many retirees. It’s purely educational — no products or services will be offered.
What You’ll Learn
- How to avoid the #1 fear for retirees: running out of money.
- The latest Social Security changes and how to maximize the benefit your tax dollars paid for.
- What the SECURE Act of 2020 is and how it could affect your retirement.
- The impact of fees, taxes, and penalties on retirement income — and what you can do about it.
- The six questions every successful retirement plan must answer.
- How to turn retirement accounts into paychecks for life.
- How to limit or avoid large market losses without sacrificing competitive returns.
Bonus Topics
- Ways to potentially reduce taxation on Social Security benefits after they begin.
- How to fill the gap between Social Security and your desired retirement income.
- How to maximize the value of IRAs, 401(k)s, TSPs, or pension plans.
- Using Roth conversions to create increasing tax-free lifetime income for you and your spouse.
- Smart ways to structure Required Minimum Distributions (RMDs) tax-efficiently.