Pre- and Post-Retirement Strategies

*These events are exclusively for AdviceOne clients

Presented by Carlos Henriques, CFP®

Whether you’re approaching retirement in the next few years or have already retired, each discussion is tailored to topics affecting you and your family. 

Just a few of the topics covered at each webinar...


Pre-Retirement Strategies:

  • All strategies regarding your current 401(k)
  • Determine pension decisions
  • Backdoor Roth IRA/Backdoor Roth 401(k)
  • The actual retirement decision
  • Formalize future-based NUA strategy         


 Post-Retirement Strategies:

  • Formalize your plan for Social Security decisions
  • The true cost of not spending
  • Plan in advance for the next market crash
  • Qualified charitable distributions
  • When to cancel life insurance and/or Long Term Care insurance


  • Bunching gifts
  • When to downsize; where CT real estate is heading
  • Withdrawal strategies: IRA vs. Roth vs. non-qualified
  • Green curve planning: the importance of age 63 and 72 vis-à-vis Roth decisions




6:30-8pm ET

Check back soon for upcoming dates!



6:30-8pm ET

Check back soon for upcoming dates!


*This event is exclusively for AdviceOne clients