Turning Risky Portfolios Into Guaranteed Lifetime Income And Increased After-Tax Wealth

Learn how using guaranteed lifetime income solutions and tax-efficient withdrawal strategies can protect you from running out of money in retirement while also increasing long-term wealth

Wednesday, March 18th, 12:00 PM PST/3 PM EST

About The Webinar

Early portfolio losses in retirement can devastate your retirement. In this seminar we'll go over how retiring with $1M in 2000 vs $1M in 2003 led to one client being on the verge of running out of money at the start of 2026 whereas the other had $5.7M.

We'll also go over steps you can put in place to increase the amount of income you can safely withdraw from your portfolio while also increasing after-tax wealth.

  • Early Portfolio Losses Can Devastate Your Retirement

    Not protecting yourself against losses in retirement can make it impossible for you to recover from due to sequence of return risk

  • Guaranteed Lifetime Income Protects You From Depleting Your Portfolio in Market Downturns

    Having guaranteed sources of income allows you to withstand market downturns and allow your portfolio enough time to recover

  • Allocating Part of Your Portfolio to Guaranteed Income Sources Can Create More Long-Term Wealth

    Reducing risk in your portfolio and creating more sources of guaranteed lifetime income allows you to safely invest for the long-term and can create more wealth over your lifetime

Webinar Presenters

  • Rajiv Rebello

    Presenter

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