Dan White conducts educational seminar programs to help you, a soon- to-be-retiree, become more educated on the challenges you could face in retirement and the numerous options that are available to you. He brings real life stories and scenarios to his programs to provide you with the essential financial tools & techniques you need to comfortably navigate through your retirement.
Retirement Planning Dinner Seminar
Retirement can be an alluring stage of life, a time when many hope to finally find the time to try new hobbies, travel, or re-invent themselves. But retiring comfortably to do the things you dream about requires a steady stream of income that lasts as long as you do. It’s important to manage your retirement assets wisely, and to start long before you retire.
IRA / RMD Planning Strategies
If you have an IRA, 401k, or any other Qualified Retirement Account, you must begin taking a RMD - Required Minimum Distribution once you hit the magical age of 70 ½. If you do not begin taking withdrawals for your qualified accounts at this age, you could potentially be hit with tax and IRS penalties.
We focus a whole program on RMD rules and strategies. We will break down the complexity of the rules in easy-to-follow steps, and provide you the tools you need to simply and effectively calculate and take out your RMD each year.
Social Security Planning Strategies
Social Security is a main source of income for retirees and with constant changes to the rules and laws it is important as a retiree to be aware of the rules and how to apply them best for your situation.
This workshop is an opportunity to learn, understand, and uncover Social Security Strategies that will maximize your lifetime benefits. Timing is everything when claiming your benefits.