Surviving Market Volatility & Maximizing Your Retirement Income - Hosted by Gerard Blue
Recorded
Tuesday, October 27, 2020 · 6:00 p.m.
ABOUT THIS WEBINAR
Will you have enough income to fund your retirement? Join us for a complimentary webinar where we will cover the following important topics:
- How the $2 trillion economic stimulus package may affect your plans for retirement.*
- How recent events, a recession and market volatility could factor into your plans for retirement.
- Planning for longevity, inflation and future tax increases to ensure you won't OUTLIVE your money in retirement.
- Strategies to help plan for the next market downturn and protect your assets from market volatility.
- Powerful tax strategies that can help you reduce the taxes you pay in retirement and potentially generate tax-free retirement income.
- How to incorporate Social Security into your income plan while minimizing tax consequences and maximizing your benefits.
- How to plan for and incorporate RMDs into your retirement income plan. Hint: the SECURE Act has made significant changes that impact RMDs.
- How to create a customized retirement income & tax strategy tailored to your unique needs & situation.
- Understanding potential risks that may derail your retirement and how you can avoid them.
- And much more!
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Gerard is a successful insurance professional in the financial services industry—among the top 1% of producers, an honor for which he was inducted into the prestigious Million Dollar Round Table, the premier association of financial professionals...
D’Andre Clayton is a licensed insurance agent who has been in the industry since 2016. He trailblazed his way through Teacher market serving 77 different schools in the Guilford County district. Providing counsel on how to optimize the state...
It's never been more challenging to prepare for retirement. We’re here to help you adapt to the new retirement reality. Learn different ways to protect your retirement income, navigate market volatility, reduce taxes in retirement, maximize your Social Security benefits and more with our live informational webinars.