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Retirement 101

Tax Efficient in Retirement Class

Tuesday or Thursday

at 11:30 am or 6:30 pm

This Class is for you if...

You are concerned about running out of money in retirement and you need strategies that can provide predictable and reliable income streams

You want to maintain a similar or better lifestyle in retirement and are looking for ideas on how to do that with the assets you have

You want to make sure your loved ones have appropriate insurance coverage that can help them manage the unexpected

You care about being strategic with your money and making plans that are tax-efficient

The Tax Efficient Continuum. The resources and steps to having your own solid plan.

A reality that demands planning.

Because individuals have longer life expectancies, longevity is a bigger risk for you. The financial consequences of living a long life are magnified.

What You Will Learn:

How to achieve the "Zero" Tax Bracket while in Retirement

Income Strategies for Retirement (which bucket to pull from first)

Social Security tax efficient strategies

Investment Strategies to help optimize return while potentially lowering risk

Case Studies

Bonus:

Complimentary Retirement Starter Kit

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented.