5 Steps to Maximizing Retirement Income

A 2-hour Crash Course for Pre-Retirees & Recently Retired

This workshop jumps right into the key decision points surrounding retirement income planning and asset protection.  Attendees learn current information and strategies about claiming social security, maximizing their pension, investing for income, and protecting assets and income.  You’ll leave knowing what to look for and how to begin creating a an income plan that lasts your lifetime.

Some of the topics covered:

• How to maximize social security and minimize taxes on it.
• How to reduce sequence risk and its ability to reduce your income.
• Maximizing pensions and avoiding HUGE pension decision mistakes.
• How to take advantage of high interest rates in your plan design.
• The only scenarios were annuities make sense & what insurance companies don’t want you to know.
• How to invest to for lifetime income.
• Minimizing taxes by spending the right accounts first & through plan design.
• Roth conversions…some tax-free.
• How to generate predictable and reliable income for life.
• Insurance do’s and don’ts.

*The content for class is provided by C4 Education Solutions