COMPLIMENTARY RETIREMENT PLANNING WEBINAR
2020 Market Uncertainty: Where Do the Markets, Taxes, and the Economy Go From Here?
About the Webinar
• Ways to help avoid running out of income during retirement.
• What are some of the mistakes you could make when doing an IRA rollover at retirement?
• What protection strategies could be available to take advantage of the market downturn?
• Ways to save thousands on taxes and create a potentially tax-free income in retirement.
• Why many of the SECURE act rule changes can require proactive planning.
• Ways to help protect your assets in a market downturn.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. MAS and GWM are not affiliated entities.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection and guaranteed income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.
Webinar Host - Managing Director and Co-founder of Global Wealth Management - Wealth Advisor