Broker Check
02 June
Keys to Investing in Retirement & Tax Management Strategies

Description

Instructed through the Ohio Department of Commerce: Division of Real Estate & Professional Licensing.
Approved for 2 CE Credits.

Attention: Registered Real Estate Agents and Brokers.

In order to pursue your goals and dreams as a professional and in retirement, it is necessary to determine a strategy for your future. Otherwise, your choices may be limited and your options few.

General outline to include; but not limited to:

Types of Investments 

A sound investment strategy professionally and personally is an excellent start toward helping you pursue your financial goals.

  • What to consider before you invest
  • A look into 401(k)s, Solo 401(k)s and SEP IRAs and the benefits of each
  • Know your risk score!
  • Investment risk management strategies

Tax Management Strategies 

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing.

  • Learn how to create tax free income from your 401K and IRAs
  • Learn the multi-step strategy to create tax free income
  • Taxes and marginal tax rates
  • Taxable investments
  • Capital gains income tax exclusion
  • Investments with tax advantages

Additional Topics may Focus on: 

  • Inflation, prices and purchasing power
  • Retirement trends
  • Retirement Income Sources
  • Distributions in retirement

Date and Time

Tue, Jun 02, 2020

12:00p - 2:00p EST

Location

Red 1 Realty

200 E Campus View Blvd
#275
Columbus , OH 43235
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