Webinars On Demand
Retirement Ready in 90 Days
In this educational webinar learn:
- Do I have enough to retire?
- How do I create a growing paycheck from my investments?
- Am I doing the right things with my money for this next phase of my life?
- How do I take the money in my IRA out in the most tax efficient manner?
- Am I managing all the risks unique to a retiree?
Social Security Planning for Women
In this educational webinar learn:
- How to think through the challenges that are unique to women
- Priority #1, Education – The basics of Social Security Planning
- Identify variables that are important to maximizing retirement income
- Spousal, Divorce, Survivor and Divorce Survivor Benefits
The Ticking Tax Time Bomb in your IRA
In this educational webinar, learn:
- How proactive planning can keep you from giving even more of your hard-earned money to the IRS.
- Why most people overpay in taxes on their withdrawals;
- How partial Roth conversions can move your IRA from forever taxed to never taxed;
- How to withdraw from your accounts by design rather than by default to minimize tax and maximize income. This course is designed for pre-retirees or recent retirees.