december, 2020
This is a repeating eventjanuary 6, 2021 6:30 pm
Time
(Wednesday) 6:30 pm - 7:00 pm PST
Event Details
What You Will Learn: How to Achieve the "Zero Tax" Bracket Income Strategies for Retirement (Which bucket to pull from first) Social Security Investment Strategies to optimize return while lowering
Event Details
What You Will Learn:
- How to Achieve the “Zero Tax” Bracket
- Income Strategies for Retirement
- (Which bucket to pull from first)
- Social Security
- Investment Strategies to optimize return while lowering risk
- Case Studies
This Class is for you if…
- You are concerned about running out of money In retirement and you need strategies that can provide predictable and reliable income streams
- You want to maintain a similar or better lifestyle in retirement and are looking for ideas on how to do that with the assets you have
- You want to make sure your loved ones have appropriate insurance coverage that can help them manage the unexpected
- You care about being strategic with your money and making plans that are tax-efficient