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

Start Time

10:00 am

October 6, 2020

Finish Time

11:00 am

October 6, 2020

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

 

Available Date(s)

Tuesday, October 6, 2020: 10:00 AM EASTERN
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic

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

Who comes with us?