our March 19th and 24th Event dates have been postponed. The new dates will be posted shortly.
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Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that may be available to them – until it’s too late. It’s like driving down the road to retirement without a map (or nowadays, a GPS).
Please join Doug Lockwood for an informational program and dinner, especially for retirees or those retiring soon. He will explain (in plain English) the latest IRA rules and tax saving strategies, along with common costly mistakes that may be avoided.
Topics we’ll cover include:
- Learn how you could reduce taxes on future RMDs and how to generate tax-free income in retirement.
- Is a ROTH IRA conversion right for you?
- What you need to know about when to take Social Security and how your benefits are taxed.
- Pension creation, creating an income you and your spouse cannot outlive.
- Preserve your income from unnecessary taxation mistakes
- The hidden mistakes in assessing risk in the current market.
Robert Tendler, CFP®, CLU
Robert Tendler is a Founding Partner at Harbor Lights Financial Group and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, with more than 34 years of experience in the financial services industry. Robert focuses on working with pre-retirees and retirees to develop retirement income investing strategies to help generate optimal cash flow from sources such as personal retirement savings, IRAs, pensions, annuities and Social Security to fund a desired retirement lifestyle. This includes providing after-tax net income projections.
Recognized as having retirement planning experience, Rob has appeared on CNBC and offered his opinion and commentary to leading financial media organizations, including Kiplinger’s Personal Finance Magazine, USA Today, Time and Defined Contribution News. He has presented seminars and lectures on planning to Fortune 500 companies and leading civic organizations. He has also spoken publicly on topics ranging from the importance of investing in a 401(k) plan to investment selection and allocation.
Prior to founding Harbor Lights Financial Group, Rob worked in the tax services group for the “big eight” accounting firm Coopers & Lybrand, a predecessor firm to PricewaterhouseCoopers, LLP, and at Donalson, Lufkin & Jenrette, where he was responsible for special situations and investment strategy. Although he no longer offers these services as Wells Fargo Advisors Financial Network is not a tax or legal advisor.
Rob has been married for more than 35 years, and he and his wife have a daughter who is a Pediatric Physician. He is a native of Brooklyn, NY, and a past member of the Board of Directors for the American Red Cross and American Heart Association. Rob enjoys playing golf in his free time.
Wells Fargo Advisors Financial Network is not a tax for legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.