Member Event:: Retire Wiser Event

Retirement is complicated!

How do I know which are the right accounts to draw income first in retirement to avoid a costly tax bill? 

Are there ways to reduce the taxes I owe on my 401k and my IRA?

Does it make sense to convert certain accounts to a Roth IRA? 

Will my RMDs affect my Social Security benefits? If so, what do I need to know to reduce (or even eliminate) taxes on Social Security income? 

Which Social Security claiming mistakes you should avoid (and how to maximize your benefits) 

How to avoid postponing retirement or having to go back to work if that market experiences another correction like in 2008?

Where do I start to make sure I have enough money to do the things I enjoy in retirement? 

Spouses are encouraged to attend! Please visit https://events.retire-wiser.com/loveland-may-14-22/ to researve your seat!