THE RETIREMENT FINANCIAL HOUSE An Integrated Approach to Retirement Planning Retirement isn’t about how much you have. It’s about how much spendable income you can generate, and protect, for the rest of your life. Think of your retirement like a house. It needs a solid foundation, sturdy walls, and a roof built to weather any storm. In this class, we’ll show you how to build yours, pillar by pillar: income, investments, taxes, estate planning, and long-term care, and how each decision affects all the others. You’ll leave with a clear, integrated plan instead of a pile of separate guesses.
WHAT YOU'LL LEARN • The five pillars of a sound retirement plan, and how they work together • How to close gaps in your retirement income • Social Security strategies, and mistakes that cost retirees thousands • How to identify and avoid common Social Security claiming mistakes • Why sequence-of-returns risk matters most in your early retirement years • How to manage market risk and protect against inflation • Traditional vs. Roth: which makes sense for your tax picture • How RMDs and IRMAA surcharges can affect your income • Wills, trusts, and powers of attorney: the estate planning basics • How to plan for long-term care before it becomes a crisis
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