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

 

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