TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT

TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT

Available Date

Thursday, January 14, 2021: 5:30 PM EASTERN
CPE Credits 1.0 hour
Prerequisites None

Course Description

In this session, you will learn why longevity risk and tax rate risk are the two main things that will derail your retirement and what you can do to eliminate them both. Retirement money needs to last longer than at any time in our history and the only way to make it last is by reducing the risks associated with it. You don’t have to love annuities or even annuity companies to listen to this webinar, you just have to like them a “little” more than you like a retirement plan that is at risk of running out of money before you die.

Learning Objectives:

  • Discover why longevity risk and tax rate risk are such a problem for your retirement
  • Learn how you can also eliminate sequence of return risk, withdrawal risk, long-term care risk and inflation risk
  • Learn about what the Monte Carlo simulation has to do with your retirement
  • Understand the process toward tax-free income for life

Start Time

5:30 pm

January 14, 2021

Finish Time

6:30 pm

January 14, 2021

Event Participants