webinar register page

Webinar banner
Free Webinar: Investing and Retiring Post-Pandemic
What does your retirement plan look like in a post-pandemic world? What do you need to do to protect your finances and retirement goals? Please join us for an important webinar on “Investing and Retiring Post-Pandemic.”*

Rob Black will give a timely report on the market outlook for the remainder of 2020. In addition, Chad Burton, CFP®, will cover:

• Retirement planning in a post-pandemic world—the risks and opportunities
• How the SECURE Act will affect your retirement and the taxes your heirs may pay on IRAs
• Transitioning your portfolio from the accumulation phase to the income phase
• How the 2017 tax reform may have opened a short nine-year window for retirees to reduce taxes forever
• Choosing the right investment accounts to draw from first
• The pros and cons of IRA-to-Roth conversions
• Selecting optimal Social Security strategies
• Discerning good and bad retirement products for bond alternatives

We look forward to offering insights and tools to help you move forward in these unprecedented times.

Jul 16, 2020 06:00 PM in Pacific Time (US and Canada)

Webinar logo
* Required information
Loading