What is your plan to convert your savings, IRA, 401(k), stocks, bonds, cash to a paycheck?

Typically when people are approaching retirement they are challenged by a set of common issues and concerns: Do I have enough to retire? How do I create a paycheck from my investments? Is my money invested in the best places for this next phase of my life? How do I take the money in my IRA out in the most tax efficient manner? And many other issues - in this first session we will review the following:
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  • The Retirement Planning Stool - A critical way of thinking about your retirement income plan

  • The 3 most imporant numbers you must have to retire with confidence

  • The 5 unique risks to a retiree- and a practical plan for managing them

  • How blindly following conventional wisdom in retirement can hurt you!

  • 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

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