Retirement Ready in 90 Days

Are you considering retiring in 2022 or are recently retired?

Start the year off right and register for our new webinar, Retirement Ready in 90 Days, to develop a Retirement Income Plan

Date and Time

Thursday, January 20th @ 6:30 pm EST

This webinar is a must see for pre-retirees and recent retirees who wonder how to pull all the various financial pieces together in order to have a successful retirement and live the life they've worked hard for.

In this webinar, learn:

Do I have enough to retire?
How do I create a growing paycheck from my investments?
Am I doing the right things with my money for this next phase of my life?
How do I take the money in my IRA out in the most tax efficient manner?
Am I managing all the risks unique to a retiree?

Spots are limited! We hope to see you there!

Date and Time

Thursday, January 20th @ 6:30 pm EST

Will Social Secruity be there for me?
Increasing the top capital gains rate from 20% to 25%
Putting an end to popular retirement account strategies such as Mega Backdoor Roth Conversions
Cutting the estate and gift tax exemptions in half.

Make sure to register seating is limited!
How to coordinate benfits with my spouse?
How do Survivor and Divorced Spouse benefits work?
How to minimize taxes on Social Security ?
The good news is some of the most hotly contested measures, such as equalizing the top ordinary income and capital gains brackets or eliminating the step - up in basis were not included in this proposal.

These proposals create a range of planning opportunities both ongoing and immediately, learn how to be pro active before the legislation is passed, and certain strategies are closed.

Make sure to register seating is limited!
and more!
Learn how to develop a basic income plan for retirement and much more!

Joseph Disalvo

Best Selling Author, Wealth Manager, Webinar Host
Marie Madarasz

Best Selling Author, Wealth Manager, Webinar Host