Examining Estate Planning and Estate Taxation

 If your retirement financial goals include maximizing income, safety of principal, growth, liquidity, tax-advantages and maintaining control of your money, don’t miss this session!

• How to coordinate, sequence and optimize income from Social Security, Pensions, savings and other sources.

• Methods and strategies for reliably turning your savings (401(k)s, IRAs, TSPs, etc.) into the maximum income possible during retirement.

• How to position your portfolio for stock market growth in a way that never puts your retirement income at risk should markets fall.

• Strategies for protecting principal and helping you guard against the major financial risks of retirement.

• How today’s advanced, modern annuities work and the pros & cons of using them in your plans.

• How to create a comprehensive retirement plan that is flexible and adaptable to your changing retirement financial needs.