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Optimizing After Tax Retirement Income
Optimizing After Tax Retirement Income
. Please Note --> This is a Past Event!! .
Date:
1/25/2017
Time:
11:00 AM
310 HealthQuest Blvd
Flemington , NJ 08822
Phone:
(908)-238-0418
Event Description:
Designing A Multi-Year Optimal After-Tax Retirement Income Stream That Incorporates The Timing And Source Of All Income Produced By: • SOCIAL SECURITY: When Should A Beneficiary and Spouse Start Payments? What is the Social Security "Tax Torpedo"? • Required Minimum Distributions at 70: Estimated Amount and Their Effect On Annual Marginal Tax Rates • ROTH Conversions: When Does A Roth Conversion Make Sense? What About The Uncertainty Due To Election Results? • Taxable Accounts: Managing The Timing and Amount of Money Distributed from Taxable Accounts for Tax Efficiency Incorporating All Other Sources of Income • Proceed With Caution: Our Concerns with Retirement Calculators, Monte Carlo Simulations and Return Assumptions • Planning Today For Wealth Transfer To Children In The Future: The "Stretch IRA" Concept and Controlling Annual Withdrawals Made By the IRA Beneficiary Complimentary lunch provided by the fine folks at Matt's Red Rooster!
Directions:
HealthQuest in Flemington off of Route 31
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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