About the Course
You Will Discover How To:
Determine if you have enough money for retirement
Use the 3 basic types of retirement accounts to maximize cash flow in retirement
Evaluate the benefits fo a Roth Conversion
Maximize Social Security income
Reduce, or eliminate unwanted expenses or delays with estate planning
Understand if your portfolio is truly "diversified"
Avoid the three basic "pitfalls" of retirement distribution planning
Topics Covered
RETIRING IN THE NEW REALITY
Creating a retirement road map
Keys for transitioning to retirement
TAX RATE RISK
How taxes can affect your retirement cash flow
The “Catch 22” of 401(k)s and IRAs
Understand the official new tax reform rules and their impact on your retirement
How loss deductions may affect your taxes in retirement
RETIREMENT INCOME DISTRIBUTION
How to accumulate money in the right types of accounts for retirement
The three basic types of retirement accounts
How rising taxes may affect your retirement cash flow
MAXIMIZING SOCIAL SECURITY
Social Security maximization strategies
The real cost of Social Security taxation
Strategies to help protect yourself against the taxation of your Social Security income
PROTECTING AGAINST MARKET LOSS
The impact of dramatic market loss in retirement
How to guard your assets from stock market volatility
Ways to potentially protect yourself against volatile market conditions
