Join us to learn about different retirement plans available for entrepreneurs and explain the pros and cons of qualified versus non-qualified plans. We will review the options of Saving for retirement with pre-tax or after-tax contributions and what it will mean in the future. A brief and basic explanation of the impending financial crisis brought on by the exponential growth of the US National Debt. How retirees can be impacted by the combination of bearish markets and increasing taxation. We will discuss the steps and proactive measures Baby Boomers can take to protect their retirement plans from the crush of higher taxes.

Key Takeaways:

• The three different retirement buckets and the ideal balance to have in each one of them. Taxable bucket, tax-deferred bucket and tax-free bucket.

• Social Security is a tax coming out of your paycheck now and how to keep it from being taxed in retirement.

• How to reach zero tax liability in retirement

• How to start saving in a tax free retirement plan? Is the Roth IRA, Roth 401K or LIRP right for you?

By registering for this webinar you are allowing the UMWSBDC to share your information with the speaker of the event.

Fee: No Cost

Speaker: Eva Scott

Fine Print:

Our workshops, events, and programs are designed with a small business owner in mind. Actionable, sharing of ideas, and takeaways to keep things straight.

The SBDC reserves the right to cancel a workshop/event/program for insufficient enrollment, weather emergencies, and other unforeseen circumstances. Should a cancellation occur we will use the email you provided to contact you. Pre-registration is highly recommended. If an event is canceled or postponed and you have not pre-registered we will not be able to contact you.