We all seem to wait our entire lives for that "someday." TODAY is that day. "Someday" is here and now is the time to experience the best retirement you can.
There is more than one way to maximize your time, money, and happiness in retirement. We have all heard, "it's not what you make but what you keep that counts." By learning from experience rather than using gimmick products to increase retirement income, this class might be your best bet to safely keep more of your income while still growing your assets. As an example, investment choices may be a matter of opinion, but taxes are a matter of fact.
We will breakdown the good and bad techniques in this class. We will learn how to avoid being sold products, especially those that sound “too good to be true” and are great for the salesman but lock you in forever.
Many retirees are living below the income level they are capable of because they don’t have the right strategy, experience, tools and/or they don’t have the confidence to start taking income from their investments. Retirement can last over 25 years or more - so it’s important to have a strategy that takes that into account while considering the impact of inflation and your possible changing income needs during retirement. Tax planning can be the key to having more income with less risk. Using more advanced planning techniques, you might have more choices than you ever thought. These planning techniques may even include the proper legal documents you should have in place. Avoid common mistakes and take advantage of opportunities buried in legal and tax code.
How can you create even greater clarity in your “best retirement life?” Do you want to travel more? Do you need to help a loved one in need? If you don't consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness, long-term care, and taxes, you may not be able to enjoy the retirement you envision. It can be hard to go from accumulating our entire lives, living below our means, to taking income from our investment portfolios, IRAs and other investment vehicles. It may feel unnatural or unsafe. You are not alone.
Sometimes we just don’t know what to ask, who to ask or even who to trust to make smart choices in retirement. With over 30 years of experience in helping individuals face change, your instructor Randy Yeomans will help you take away actionable tools for your transitions and help you gain greater confidence with every new day. This educational class will help ask and answer tough questions regarding retirement and retirement income along with the new mindset or paradigm shift that comes with learning to live our BEST LIFE NOW!