WEBINAR DETAILS
  • 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
  • Price
    Free
  • Language
    English
  • OPEN TO
    Anyone with the event link can attend
  • Dial-in available
    (listen only)
    Not available.
FEATURED PRESENTERS
  • Webinar hosting presenter Shaelyn Raleigh

    Brain 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...
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  • Webinar hosting presenter

    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...
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