Free Webinar: Investing and Retiring Post-Pandemic

The Details

Date: Thursday, July 16, 2020
Time: 6 p.m.
Cost: Complimentary, but registration is required

What does your retirement plan look like in a post-pandemic world? What do you need to do to protect your finances and retirement goals? Please join us for an important webinar on “Investing and Retiring Post-Pandemic.”*

Rob Black will give a timely report on the market outlook for the remainder of 2020. In addition, Chad Burton, CFP®, will cover:

  • Retirement planning in a post-pandemic world—the risks and opportunities
  • How the SECURE Act will affect your retirement and the taxes your heirs may pay on IRAs
  • Transitioning your portfolio from the accumulation phase to the income phase
  • How the 2017 tax reform may have opened a short nine-year window for retirees to reduce taxes forever
  • Choosing the right investment accounts to draw from first
  • The pros and cons of IRA-to-Roth conversions
  • Selecting optimal Social Security strategies
  • Discerning good and bad retirement products for bond alternatives

Click here to sign up

*Please note: Strategies discussed in these seminars are appropriate for individuals with $500,000 or more in assets.