Event Overview
Despite headwinds like a longer time horizon, the current low-yield market environment, and the need to strategically allocate beyond stocks, bonds, and funds, there are only a few distinct, yet very important, retirement decisions that really matter. Those are the ones you need to get right, so you don’t run out of money during your golden years. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. In these sessions, you’ll learn about retirement risks and how to approach building a plan to meet the financial goals of retirement while managing your risks.
Estate planning experts and bestselling authors David T. Phillips, Todd Phillips, and Rick Durfee will reveal key strategic moves that you can make now to grow, insulate, and protect your assets from the grip of creditors, predators, and the IRS. During this exclusive class, you will learn:
•How to prepare for the coming ″Tax Doomsday”
•New retirement rules: Pitfalls and opportunities
•How to navigate the double hazards of taxation and inflation
•The Roth on Steroids strategy
• Asset protection: The top five wealth destroyers and how to avoid them
• Capital gain secrets: Reduce taxes, increase income, provide for heirs, and make the world a better place
•The true power and purpose of dynasty planning
•How to earn market-like gains without any market risk
•How to build a totally tax-free estate
Do not miss this live and dynamic discussion about how to survive and thrive during these tumultuous times.