Briefly describe your program.
This Course Will Address The Following Topics:
Understanding Tax Rate Risk: Learn how historical and projected changes in tax rates
may affect your retirement income, and discover strategies to mitigate potential increases
in tax liabilities.
Strategic Tax Distribution Planning: Understand how to optimize the use of taxable,
tax-deferred, and tax-advantaged accounts to maximize your retirement savings and
minimize unnecessary tax burdens.
Maximizing Social Security Benefits: Explore strategies to determine the best claiming
age, avoid taxation on benefits, and leverage Social Security as a cornerstone of your
retirement plan.
Addressing Retirement Distribution Pitfalls: Discover how to avoid costly mistakes,
such as withdrawal rate mismanagement, improper asset liquidation order, and
sequence-of-return risks, to ensure your retirement income lasts as long as you do.
Long-Term Care Planning for Asset Protection: Gain insights into strategies to cover
potential long-term care costs without depleting your retirement savings, including
innovative insurance solutions and Medicaid planning.
Benefits of Strategic Planning: Learn to align your financial goals with your retirement
strategy, adapt to life changes, and minimize behavioral mistakes to achieve a sustainable
and secure retirement.