Let Us Help You Crack the code to retirement

The number one question that most people have in retirement is, “Will I have enough?” With the volatility of the market being at its all-time high, it’s natural to second guess your financial fitness.

What we’ll discuss in the webinar:

  1. How to avoid retirement planning mistakes that can cost you thousands!
  2. Discover how you may potentially reduce the taxes owed on your IRA, 401(k) or 403B accounts.
  3. How to make your income match your lifestyle.
  4. How to determine how much risk you currently have in your portfolio.
  5. Learn creative ways to determine potential RMD’s negatives into powerful retirement strategies!

Born between 1946 and 1964? Own a 401k, IRA, or 403b?
THIS IS A MUST ATTEND WEBINAR FOR YOU!

EFC Wealth Management is keeping their finger on the market and we’re here to not only bring you market updates but also to help you learn:

  • - How to choose the right accounts to draw income from first to avoid costly tax bills
  • - Uncover the income sources that are designed to make sure you don’t run out of money in retirement
  • - Determine if new tax changes could affect the taxes owed on your retirement income
  • - Discover how to analyze your current positions to find out if you have too much risk in your portfolio
  • - Avoid forcing loved ones into caretaker status by using new tools that help cover the high cost of LTC.
  • - Find out why now might be the best time for a Roth conversion in our lifetime
Webinar

Cory Chapman

Host