*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
BOTH:
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
