Keen On Retirement

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

Don't miss the 2024 Q4 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - What’s the current outlook for the election? - Is the Fed behind the curve? - Is the economy slowing? - The next recession

One of the most important decisions you can make is deciding when to claim Social Security. Whether you are single, married, divorced, or widowed, there are ways to maximize the lifetime benefits you receive. During this event, we discussed the critical things to think about when incorporating Social Security into your retirement planning. Areas of discussion included: - Who is eligible for Social Security? - How your benefit is calculated - The taxation of Social Security benefits - Maximizing spousal and survivor benefits - Will Social Security be there for me? - When to delay, when to file early, and why?