Important Webinar for Campaign-State Baby Boomers

Maximizing Your Retirement Income & Surviving Market Volatility

Gain Control of Your Taxes, Income & Social Security Benefits in Retirement

Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

 

Join us for a special webinar to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Do you have a plan to help ensure you won’t outlive your retirement income? Join us for a special, live webinar where we will discuss the following important topics:

  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
  • How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
  • Steps to help you reduce one of the biggest concerns of many Baby Boomers—running out of money in retirement.
  • Social Security timing and claiming strategies to help maximize your benefits.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
  • Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.²
  • How to help preserve your assets to create a lasting legacy for your loved ones.
  • Understanding potential risks that may derail your retirement and how you may be able to avoid them.
  • And MUCH more!
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Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.

Medical expenses represent

67% of all personal

bankruptcies in retirement.³

Sounds crazy, but it’s true. Think about it: A typical 65-year-old retired couple in 2023 faces an estimated $315,000 in subsequent healthcare costs.⁴ That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?

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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/

³ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

⁴ https://www.investopedia.com/retirement/how-plan-medical-expenses-retirement/

Agent-Disclosure

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.