· Central Time (US & Canada) (GMT -5:00)
Add to calendar
In light of the current economic crisis Local Wealth Coach Alan Cantrell is offering a series of online classes to provide strategies that will preserve your retirement savings. You don't want to miss this important online event.

WHY THIS CLASS MATTERS

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

BALANCED FINANCIAL INFORMATION
This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today.

This event is purely educational – no specific products or services will be offered.

WHY LOSSES DURING RETIREMENT MATTER
• The impact of dramatic market loss in retirement
• Is “buy and hold” appropriate in retirement?
• How to safeguard against two types of investment risk

“RETIREMENT REDZONE”
• The old retirement vs. TODAY’S retirement
• How to create a clear vision for retirement that could lead to less stress and more happiness.
• What is the SECURE Act of 2020 and how could it effect your retirement?

TAX RATE RISK
• Why experts say tax rates could double
• How rising taxes may affect your retirement cash flow
• The “Catch 22” of 401k’s and IRA’s
• How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING
• The three basic retirement accounts
• How to accumulate dollars in the right types of accounts for future retirement income
• What’s better for you: tax-deferred or tax-free accounts?
• How to define a “true” tax-free investment

MAXIMIZING SOCIAL SECURITY
• The causes of Social Security taxation
• The Social Security thresholds you need to be aware of
• The real cost of Social Security taxation

RETIREMENT DISTRIBUTION PITFALLS
• How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
• How to ensure you won’t run out of money in retirement
• How to liquidate retirement assets in the right order
1591894703-fab1ea34f78f826c
President & CEO
Alan has a passion for helping others, and retirement planing is a fulfillment of this passion. By working diligently and methodically with his clients, Alan develops solutions to help his clients gain peace-of-mind, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio and he excels at finding solutions to fulfill those goals.

With over 33 years in the retirement planning industry, Alan’s primary focus is to help families reach their retirement financial goals. He is a diligent educator of the retirement process. He believes in taking the extra time and care needed to educate his clients and help them understand the process and the solutions presented, helping them navigate their biggest retirement hurdles with ease. He goes above and beyond to find the best personalized strategy for each client, every time.

Alan can offer his clients the most cutting-edge retirement planning solutions available anywhere in the nation.

When Alan isn’t helping others reach their financial goals, he enjoys spending time with his wife and their family. He is also a firm believer in paying-it-forward by actively serving others in the community and nationwide by helping raise money for the Boys & Girls Club of America.
Share