2021 Market Update and the 5 Risks of Retirement (Recorded 5/12/2021)
We will discuss impacts of Covid-19 on the markets and what to consider. We will also discuss the following: Tax law changes in IRA distributions, New long term care solutions, Discussing the 5 risks of retirement longevity, point in time, portfolio design, inflation and health care costs. Other topics include; changes to social security rules; favorable tax treatment of company stock in retirement plans and how to potentially create tax free income in retirement.
After Tax Money in Your 401k - An Often-Missed Opportunity
If you or a friend are nearing retirement or separating from service from a company that offers the ability to invest after tax money in your 401k, you need to know about this important strategy. There is potential to get favorable tax treatment on after-tax money in a company retirement plan. Please feel free to share this video with friends and co-workers if you feel this may impact someone you care about.
Pension Payout Options Explained
For more questions on best ways to optimize your pension payouts for your family, contact us for a consultation.
How to Maximize the Benefits of Company Stock in a 401k