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Smart Retirement Series

2024-04-16 18:00:00 2024-04-16 19:30:00 America/New_York Smart Retirement Series Learn more about preparing for retirement. April 16: Retirement Income & Tax Strategies. April 17: Investments & Withdrawal Strategies. Richfield Branch Library - Community Room

Tuesday, April 16
6:00pm - 7:30pm

Add to Calendar 2024-04-16 18:00:00 2024-04-16 19:30:00 America/New_York Smart Retirement Series Learn more about preparing for retirement. April 16: Retirement Income & Tax Strategies. April 17: Investments & Withdrawal Strategies. Richfield Branch Library - Community Room

Richfield Branch Library

Community Room

Learn more about preparing for retirement. April 16: Retirement Income & Tax Strategies. April 17: Investments & Withdrawal Strategies.

Join James C. Sexton III, CFP®, CFS of Western Reserve Capital Management for these classes concentrating on critical retirement and investment issues. 

Topics that will be covered in this class:

· The critical tax question you must answer BEFORE retirement.

· 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 taxes need to be managed even before retirement.

· Using tax-loss harvesting to potentially lower your taxes.

· Mistakes to avoid when it comes to your investment portfolio, health care, and estate.

· Using portfolio rebalancing as part of your income plan.

· Strategies and tactics to potentially maximize IRA assets

· Avoiding costly IRA roll-over mistakes

· Asset Location for IRAs and Non-IRAs

Richfield Branch Library

richfield@akronlibrary.org
Phone: 330.659.4343
Branch manager
Brian Burch

Hours
Mon, Apr 22 10:00AM to 8:00PM
Tue, Apr 23 10:00AM to 8:00PM
Wed, Apr 24 10:00AM to 8:00PM
Thu, Apr 25 10:00AM to 8:00PM
Fri, Apr 26 12:00PM to 6:00PM
Sat, Apr 27 10:00AM to 5:00PM
Sun, Apr 28 Closed

About the branch

The library experience for customers of the Richfield Branch Library is eclectic and energizing. A rich collection of books, music and movies complement programs for all ages, including storytime and interactive play opportunities, book discussion, and more. Computers and computer classes, WiFi, printing, copying, scanning, and faxing help to make the Richfield Branch Library a one-stop spot for the community's educational and entertainment needs and interests.

In the community, you will find librarians working closely with Richfield Government and Recreation, the local schools, the Garden Club, Kiwanis, and more. At the library, opportunities for individual and family engagement include an extensive NatureConnect interactive space, an ongoing StoryWalk collaboration along the Carter Pedigo Trail, and other hands-on, participatory exploration opportunities. Every time you visit the Richfield Branch Library, there is something to do, play, study, explore, or observe—and the chance to make a memory.

Upcoming Events

Mon, Apr 29, 1:00pm - 3:00pm
Community Room

Tue, Apr 30, 10:30am - 11:30am
Community Room

Wed, May 01, 10:30am - 11:30am
Community Room

Wed, May 01, 2:00pm - 3:00pm
Community Room

Thu, May 02, 10:30am - 11:30am
Community Room

Tue, May 07, 10:30am - 11:30am
Community Room

Thu, May 09, 10:30am - 11:30am
Community Room

Thu, May 09, 5:00pm - 6:00pm
Community Room

Tue, May 14, 10:30am - 11:30am
Community Room

Tue, May 14, 6:00pm - 7:30pm
Community Room

Wed, May 15, 10:00am - 5:00pm

Wed, May 15, 6:00pm - 7:30pm
Community Room
Registration opens Monday, April 29 2024 at 10:00am

Thu, May 16, 10:30am - 11:30am
Community Room

Sat, May 18, 10:30am - 11:30am
Community Room

Tue, May 21, 10:30am - 11:30am
Community Room

Wed, May 22, 10:30am - 12:00pm
Teen Area

Wed, May 22, 10:30am - 12:00pm
Community Room

Wed, May 22, 2:00pm - 3:00pm
Community Room

Thu, May 23, 10:30am - 11:30am
Community Room