Retirement Success in Turbulent Times

3554 Clemmons Road,Clemmons NC 27012

18 May, 2023

Description

Has market volatility given your retirement savings a sucker punch…..AGAIN?? It’s hard enough saving for retirement without lying awake wondering…‘what if we outlive our money’!!? Attend our workshop Retirement Success in Turbulent Times and put THAT nightmare to bed. Now more than ever preserving your future lifestyle depends on much more than chasing rate of return. You’ve saved your whole life towards retirement. If your 401k doesn’t have downside protection against big losses don’t miss our no cost no obligation workshop Retirement Success in Turbulent Times. Whether you’ve saved $400,000 or $4 million, learn three specific steps we use so our clients’ retirement savings won’t get knocked out. As a bonus learn RMD strategies that could have you one step closer to Retire the Job and KEEP the paycheck! 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗪𝗶𝗹𝗹 𝗟𝗲𝗮𝗿𝗻: How do I protect my retirement and still allow for growth and income? Learn how bucket planning is increasingly being used to accomplish this without complexity. Which accounts do I draw from first, and which ones later? What a portfolio with managed downside protection can mean for your long term success Why bond funds may no longer be the safe-haven they used to be Creative ways to use the new tax code to move money into tax free accounts at reduced tax rates