We know the saying “the more things change, the more they stay the same”.
This is especially true when it comes to money and retirement. What do I mean? While the world is always changing, and boy is it changing right now…the questions and concerns about retirement have not changed much at all. And I have been doing this a LONG TIME! These three themes are constantly top of mind on pretty much every pre-retiree regarding retirement!
1 – Taxes
What strategies are out there for me to pay zero in taxes, like a Roth IRA
2 – Market Volatility
How to avoid the, well not so much the “highs”, but definitely the “lows” of the markets, perhaps by using a volatility buffer.
3 – Running out of money
What things can you do to make sure you don’t outlive your income by considering something like a fixed indexed annuity.
To help get a handle on this and what can be a great place to start is attending our weekly IFW retirement roadmap webinar. Oh, it’s free, every Wednesday at 7 pm EST.