The Hidden Wealth Killers In Your Retirement Accounts

Navigating Taxes, RMDs, Income Planning, and Investment Risk Reduction

Event Details

Venue: Walsh College
Address: 13838 Livernois Rd, Troy, MI 48083
Room: 124
Date: Thursday, January 15th
Time: 2:30 pm

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Delivering Retirement Education To Over 30,000 Every Weekend

Topics To Be Covered

Avoid Over-Taxation of 401(k) Accounts

  • 401(k) to IRA Rollovers and their tax distribution strategy.
  • Required Minimum Distributions (RMDs) and their tax implications.
  • The impact that tax law changes will have on your retirement income

Risk-Mitigated Income

  • Reverse Dollar Cost Averaging: The hidden risk in retirement income withdrawals!
  • Reduce risk of 401(k) markets and transform savings into guaranteed income, FOR LIFE.

Understanding The Three Worlds of Money

  • The Three Worlds: Potential, Protection, and Hybrid.
  • The Three Phases: Accumulation, Preservation, Distribution.
  • Comprehensive Planning Solutions vs Traditional Fiduciary Standards
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Is this event for you?

Ask yourself these three questions...

Is a majority of your assets captive in a 401(k) with limited investment options?

Are you interested in reducing taxes on withdrawals from your investment accounts?

Have you saved between 250 thousand and 2 million, and would like a plan that offers downside protection?

All Attendees Receive An Action Plan Retirement Report!

Areas This Helps You Make Decisions

  • Tax Mitigation
  • Legacy Planning
  • Income Strategies
  • Inflation Protection
  • Healthcare Integration

What You Receive In The Report

  • Risk Score of Current Accounts
  • Investment Performance Forecast
  • Full Income and Budget Analysis 
  • Inflation Impact Report
  • Income Tax Rate Change Analysis

Don't Get Caught In The Gray Zone

  • 62% of retirees with a formal written plan report increased confidence in their financial future
  • 70% of retirees reported being only “somewhat knowledgeable” about tax planning in retirement
  • 35% of Retirees who claim to have a “plan” often discover they’ve left key steps undone.
  • 45% say expenses have exceeded expectations due to inflation 
Get A Winning Plan - Claim Your Report and Register Now

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