Post-Retirement Strategies Presented by Carlos Henriques, CFP®
This event is exclusively for AdviceOne clients
Join us as we help you explore things to think about before you retire.
Topics Include:
- Collect Social Security at the right time
- Why you spend your money
- It does not matter that the stock market crashes
- Money in an IRA that you don't need?
- When do you no longer need Life Insurance
- Maximizing charitable gifts
- When to downsize; where real estate is heading
- Tax-efficient withdrawal strategies and your tax bracket
- Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions