Keen On Retirement

Don't miss the 2025 Q2 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - Federal Reserve's interest rate expectations for 2025 - Economic growth trends - Corporate earnings analysis - Inflation forecasts - Tariffs

This webinar is designed to help prepare you for your spending needs in retirement, BEFORE you retire. During this event, we have: - Learned what retirees are spending and how to evaluate your spending needs. - Determined if your spending needs are reasonable with respect to your resources. - Identified if you will have margin built in for entertainment, emergencies, and unexpected expenses.

During this webinar, we learned about: - The critical tax questions you should answer BEFORE retirement - The surprises that often make retirement more expensive - What the Social Security “tax trap” is and how you can avoid it - Why tapping assets in the wrong order can trigger higher Medicare premiums - Why you should manage your taxes, even before you retire - The four stages of retirement and important tax actions in each stage, including tricky IRA challenges - Mistakes to avoid when it comes to your investment portfolio, health care, and estate

In this webinar you will learn the key takeaways of the SECURE Act 2.0, the new legislation that aims to strengthen the retirement system and improve Americans' financial readiness for retirement. Areas of discussion included: The age to start taking required minimum distributions (RMDs) is increasing New rules for beneficiaries and surviving spouses The penalty for failing to take an RMD is changing Changes to Qualified Charitable Distributions 529 accounts have more flexibility Catch-up contributions for those still working are increasing

This virtual event will be an opportunity to gain insights into the financial landscape as we delve into the 2024 market recap and unveil our 2025 market outlook. The webinar delved into the following topics: - An overview of the key events and trends that shaped the 2024 market landscape - Our 2025 market outlook, highlighting potential opportunities and challenges - A special holiday message from our Keen Wealth Advisors team and families

Retirement is a life changing event that can be really exciting...and maybe even a little scary. Are you prepared for the next phase of your life? The webinar delved into the following topics: How to maximize Social Security benefits How to minimize retirement taxes, especially with 401(k) or pension assets How to avoid running out of money when you need it the most What Medicare will really cost you How to dial in your spending plan before retirement How to avoid common pitfalls that many retirees face