Transform your future with proven strategies during our webinar "Income in Retirement Webinar - The Biggest Retirement Risks And How To Avoid Them"
Join our webinar, and learn how to make smarter decisions with your retirement savings.
Major Challenges
Many Americans contribute to a 401(k) without a clear plan, leaving their retirement income uncertain and vulnerable to market changes.
Limited investment knowledge and overwhelming fund options can lead to poor allocation and missed growth opportunities.
Without the right strategy, market downturns can significantly impact your retirement savings, especially as you near retirement.
Failing to understand how 401(k) withdrawals are taxed can result in unexpected tax burdens and reduced income in retirement.
why you should attend
1. PROTECT YOUR LEGACY
Learn how to protect your assets and ensure your wishes are honored with strategic planning.
2. AVOID COSTLY MISTAKES
Identify common 401(k) pitfalls that can reduce long-term growth and jeopardize your retirement goals.
3. RETIRE WITH CONFIDENCE
Gain clarity and peace of mind by understanding how your 401(k) fits into a comprehensive retirement strategy.
Thursday, January 29
2:00 PM
Session Topics
401(k) FUNDAMENTALS
Understand how 401(k) plans work, including contributions, employer matching, and vesting.
INVESTMENT STRATEGIES
Learn how to choose and balance investments based on your age, goals, and risk tolerance.
rOLLOVERS & TRANSITIONS
Discover when and how to roll over a 401(k) during job changes or retirement without triggering taxes or penalties.
TAX-EFFICIENT WITHDRAWALS
Explore strategies to minimize taxes when accessing your 401(k) income in retirement.
RETIREMENT INCOME PLANNING
Learn how to turn your 401(k) savings into reliable income that lasts throughout retirement.
Nelson Wilkinson
Christopher George
