Financial Planning Webinars
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Why People Are Rushing To Convert To A Roth
Many people have been rushing to convert their IRA accounts to a ROTH account recently. In this webinar, you will learn:
• Why people are rushing to convert their IRAs to Roth IRA
• Reasons why you might consider doing the same
How Tax Planning Changes Through 4 Stages of Retirement
- Tax questions to ask BEFORE retirement
- Surprises that can make retirement more expensive
- How to avoid the Social Security “tax trap”
- Why tapping assets in the wrong order can trigger higher Medicare premiums
- Action steps throughout the 4 stages of retirement
- Mistakes to avoid when it comes to your investment portfolio, health care and estate
The ABCs of Fixed Index Annuities
If you started thinking about creating income for retirement, chances are you’ve heard about fixed index annuities. But can they be helpful for you in growing your assets and generating income during retirement? In this webinar you'll learn:
- What are fixed index annuities
- How fixed index annuities work
- The advantages of fixed index annuities
- If fixed index annuities are right for you
Four Tips To Power Through A Down Market
Markets go up – and will inevitably go down, and when they do, you’ll want to be prepared for a downturn. What can you do during a market downturn? In this webinar you'll gain four tips you may want to keep in mind to weather through the next bear market.
Before You Retire - 5 Mistakes To Avoid
When it comes to retirement, there's a lot to plan out and a lot of mistakes that can be made - some that can result in overpaying in taxes or running out of money during retirement. In this video, you'll learn about five common mistakes you'll want to try avoid during retirement.
Will your retirement savings last as long as you do?
Pensions are disappearing and the days of relying on social security are nearly over. And there are many other challenges that are making people question if they will ever be able to retire. In this video, we'll help you understand some of these challenges to help you plan out your retirement income and help ensure your retirement savings will last as long as you do.
Will You Have Enough Money In Retirement?
It can be hard to estimate all of the unexpected expenses that might pop up in retirement. A lot can be easily missed. This video covers commonly overlooked expenses that you'll want to plan for to help ensure you will have enough money in retirement.
Is Your IRA Costing You Too Much Money?
Your IRA has rules - and failure to follow the rules can result in penalties, excise taxes, double taxation, and in a worst-case scenario, the loss of your tax-deferred status. But it can be hard to keep up with maintaining your IRA when there are various forms to file, contributions to make, and distributions to take. Here are a few tips that can help you avoid unnecessary and costly errors.
Before You Retire - Four Money Questions To Ask
When it comes time to figuring out how to withdraw from your retirement savings you'll want a strategy to prudently draw down from those assets. Without a plan, you could withdraw too much, too soon, and run out of money during retirement. In this video, we'll cover four questions to consider to help you create a smart retirement income plan BEFORE you retire.
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