Course Overview – Tax-Free Income
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.
Determine why longevity risk and tax rate risk are such a problem for your retirement
Identify how you can also eliminate the sequence of return risk, withdrawal risk, long-term care risk, and inflation risk
Recall what the Monte Carlo simulation has to do with your retirement
Identify the process toward tax-free income for life