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Optimizing After-Tax Retirement Income
Optimizing After-Tax Retirement Income
. Please Note --> This is a Past Event!! .
Date:
12/13/2016
Time:
11:00 AM TO 12:30 PM
HealthQuest
310 State Route 31
Flemington, NJ 08822
Phone:
9082380418
Event Description:
According to a 2016 Study from the Urban Institute, life expectancy for both men and women is increasing. In an interesting twist, the study also found that the gender gap in life expectancy is shrinking. Now that we may all live longer than we expected, how can a couple devise a plan to fund their expenses for (hopefully) the next 30+ years? A couple close to or in retirement should construct a multi-year Optimal After-Tax Retirement Income stream that incorporates the timing and source of all income produced by Social Security Elections, Retirement and Taxable accounts. The analysis should account for Wealth Transfer Goals and Age Factored Enjoyment Thresholds (“I may get more in the future but I will enjoy it more today”). There are also many intertwined tax ramifications and choices like ROTH conversions that need to be analyzed and modeled for efficiency. Optimized Transitions will be hosting an educational luncheon on Tuesday, December 13th at 11:00 am at HealthQuest. We will review process for “Optimizing After Tax Retirement Income”. Please join us afterwards for a catered lunch by the fine folks at Matt’s Red Rooster. Limited space available. Please RSVP to Admin@OTWealth.com.
Directions:
HealthQuest 310 State Route 31 Flemington, NJ 08822
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Home
The Chamber Area
Chamber Overview
>
Directors
Team
Initiatives
>
Healthy Hunterdon Workforce
Business Resources
Leadership Hunterdon
Members
>
Member Login
Membership Application
Member Benefits
Discounts
Veterans' Discounts
Young Professionals
Business Directory
Job Bank
Online Store
Contact
News & Events
Press Releases
Community Calendar
Chamber Calendar
Blog
Chamber Newsletter
Economic Development
About Economic Development
EDC Staff
Community Profiles
Visitor Info
About Hunterdon
>
Our Towns
>
Clinton
High Bridge
Califon
Flemington
Lambertville
River Towns Stockton Frenchtown Milford
Visitor's Guides
>
Visitor's Guide
Hunterdon Living
Community Calendar
>
Submit a Community Event
The Foundation
Hall of Fame Inductees
Chamber Radio
About Chamber Radio
Show Hosts