2021 Market Update and the 5 Risks of Retirement
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 .
Date and Time
Wed, May 05, 2021
6:30p - 8:00p EST