Webinar: The Hidden Cost of Retirement: Taxes, Fees, and Income Risks You Can’t Ignore by Poole Locke Associates

The Hidden Cost of Retirement: Taxes, Fees, and Income Risks You Can’t Ignore

About

Plan for a smoother retirement with our free online session on taxes. Learn how taxes change once you stop working, what income gets taxed, and simple ways to keep more of your money in your pocket.

Are you ready for the tax side of retirement? We’ll cover how Social Security, IRAs, 401(k)s, and other accounts are taxed, plus the impact of recent rule changes. You’ll also see strategies to help lower your tax bill and avoid costly surprises.

Protect your income. Find out how smart planning can reduce what you owe, stretch your savings further, and give you more peace of mind in retirement.

Hosted by James F. Locke Jr., this easy-to-follow session gives you clear steps and real guidance to help you plan with confidence.

Save your seat today and take control of your money management in retirement.

WEBINAR ENDED

Agenda

Big picture: The most common ways taxes change once you retire and what that means for your income.
Types of income: How Social Security, pensions, IRAs, and other accounts are taxed differently.
Roth advantages: Why tax-free withdrawals from a Roth can make such a big difference later on.
Avoiding surprises: Common tax traps retirees run into and how to sidestep them.
Smart planning: Simple strategies to reduce your tax bill and keep more of your money working for you.

Presenter

James F. Locke Jr.

Financial Advisor

James has been in the financial industry for over 20 years. He has spent the last 15 years focusing on the institutional side of the investment business. His dealings with a wide variety of investment managers, from multibillion-dollar firms to small one-man operations, have exposed James to a wide variety of investment products and offerings. Prior to his institutional experience, James held a seat on the Philadelphia Stock Exchange for seven years, where he was an independent options trading specialist in multiple equity products, as well as equity index products.

James received his BS in Business Administration from Villanova University. He and his two children, Rose and James, are avid skiers/snowboarders during winter and can be found boogie boarding throughout the summer at the Delaware State Parks. Spending time with family, and friends, both old and new, is always at the top of James’ activity list.

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