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1712943210-6998bbbfb0522837
Raleigh Wealth Solutions
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Rounding Third & Heading For Home: Income Planning and Estate Planning

Join us to learn how you can make your retirement a home run!
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Presenter
1712943371-a2ca3b6fe468301d
Brian Raleigh
President & Founder
Brian Raleigh has helped retirees and business owners craft effective income and tax strategies for the past 25 years. His comprehensive approach to planning is designed to help clients retire earlier, and his income strategies help keep clients from worrying about the ups and downs of the market. His knowledge and strategic relationships assist business owners in saving on taxes, keeping more of their hard-earned money in their pockets!
1712943465-9347b3e144eb89e2
Joe McLeod
Senior Wealth Advisor
Joe McLeod brings a wealth of knowledge and experience to Raleigh Wealth Solutions. Since joining the team in 2014, Joe has developed superb relationships with Raleigh Wealth Solutions’ select families. Joe has obtained and currently maintains his Series 63 and 65 license in good standing, is fluent in alternative investment offerings, and holds North Carolina life, variable life, and variable annuity licenses. His comprehensive wealth management approach and inventive strategies are an asset to Raleigh Wealth Solutions and its clients.
About
Strategic income and estate planning is essential to creating the lifestyle you want in retirement and the legacy you desire for your family. In this class, we'll discuss proven strategies designed to optimize your retirement assets, properly manage and allocate your assets, insulate your nest egg from spend down and probate, minimize your tax liabilities, and maximize your family legacy.
Agenda
  • The SECURE Act and how the government wants to insert itself into your portfolio and legacy
  • Estimating the income you'll need in retirement and generating predictable and reliable income for life
  • Minimizing costly impact of inflation, interest rate and stock market risk, taxes, healthcare costs, and longevity
  • Managing income streams from your Social Security, pensions, investments, IRAs, 401(k)s, and 403(b)s, and minimizing the affect of taxes and RMDs on them
  • Defining your estate planning objectives and goals
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