If you are retired or nearing retirement, timing is everything. Another big drop in the market could be devastating to your retirement plan and lifestyle. It’s time to get prepared.
You and your spouse or guests are invited to join local retirement planning specialist, Rob Fordham, for an informative event especially for retirees and those retiring soon. You will learn some of the very latest retirement planning strategies to help you protect your assets, pay less in taxes and take control of your financial future – even in these uncertain times.
Topics we will cover:
- Investors are bracing for a potential 2022 market sell off. How should you be positioned for maximum protection?
- How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now.
- Five of the biggest risks to a secure retirement – and how to overcome them.
- Traditional “safe” havens for retirement savings such as money-market funds, government bonds and CDs are yielding after-tax returns barely above inflation. You’ll discover better options.
- Learn how you can create a safe and secure stream of ‘retirement paychecks’ that are guaranteed for your life – and your spouse’s life through the use of fixed annuities.
- Why your IRA/401(k) is a potential tax disaster – and what you can do about it.
- How various Social Security claiming strategies can affect your lifetime benefits by thousands of dollars.
- The new SECURE Act 2.0 proposals and what it could mean to your retirement and legacy planning.
- Bonus Topic: The 2022 Economic Outlook.
This is a terrific opportunity to get a better grasp of retirement planning and enjoy a superb complimentary, no-obligation meal.
RSVP by calling us at (833) 991-1805 or registering online HERE and enter code LESFAK. Dinner or lunch will be served.
