Sean will cover various topics including:
IRA/401K Management- What are your options if you have recently left your employer or experienced losses? Is rollover or conversion an appropriate option for you?
Risk- How you may dramatically increase interest earnings- while safeguarding your investment from risk.
Social Security- How will your retirement income affect your social security benefits?
Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?
Inflation- How much purchasing power could you lose in the next 5, 10 or 15 years?
Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Date and Time
Thu, Mar 09, 2023
6:00p - 8:00p EST