Broker Check
12 May
2021 Market Update and the 5 Risks of Retirement

Description

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 12, 2021

6:30p - 8:00p EST

Location

Webinar

PT1H30M
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