Refinancing Your Retirement Seminar

Program Type:

Workshop

Age Group:

Adults
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Event Details

Reallocating Your Retirement with Tax Strategies: Discuss strategies to optimize tax efficiency in retirement, including Roth conversions, managing RMD & tax implications of different income sources.
Diversifying Your Retirement Portfolio: Explore the importance of diversifying investments to balance growth and security, including stocks, bonds, MF, life insurance & real estate.
Ensuring Lifetime Income: Cover options for securing lifetime income, such as annuities, Social Security optimization & pension maximization.
Protecting and Growing Your Retirement Funds: Discuss ways to safeguard retirement savings from market volatility, inflation, and healthcare costs while also focusing on growth opportunities.