ARE YOU PAYING TOO MUCH IN TAXES IN RETIREMENT?
- The potential advantages of separating your taxable and tax-deferred accounts
- The signs to watch for in ever-changing tax laws
- Options for tax deductions in retirement income
HOW CAN I GET THE MOST FROM MY SOCIAL SECURITY BENEFITS?
- Ways to optimize Social Security for your situation
- Why timing is everything when it comes to your benefits
- Ways to supplement your Social Security income
COULD YOUR RETIREMENT WEATHER A DIP IN THE MARKET?
- 5 sources of income (aside from Social Security) to factor into your retirement equation
- A simple calculation to estimate your risk tolerance
- Alternative methods to create income without relying on the volatile stock market
LEARN HOW RISING INTEREST RATES CAN KNOCK YOUR RETIREMENT OFF BALANCE.
- Why traditional asset allocation strategies may no longer suffice
- Why bonds may not be the risk-free investment most believe them to be
- Alternate ways of generating retirement income — for life
INFLATION CAN BE A SIGN OF A HEALTHY ECONOMY, BUT IT ALSO COULD AFFECT YOUR SAVINGS.
- What is inflation and what causes it
- Why it can be a sign of a healthy economy
- What you can do to prepare for rising inflation during your retirement years
ESTATE AND LEGACY GUIDANCE FOR YOU AND THOSE YOU LOVE
- Areas your will should address (and who should write it)
- The two types of trusts – and how they can help reduce the chance of a family conflict
- A checklist to help you select the right person to carry our your wishes
Retirement planning checklist
Take charge of your taxes
- How inflation could affect your tax bill
- Why proactive planning can help give you financial confidence
- How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy
Are you prepared for the next phase of retirement?
- What four retirement-related questions you should answer today
- Why putting your finances to use during retirement requires a strategy
- Where to turn for financial guidance
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any
decisions about their personal situation.