Educational Wealth Management Workshops
We believe in superior service through education.
Pre-Retirement Planning for Baby Boomers Seminar
This workshop is specifically designed for individuals who:
- Will be retiring within five years and under the age of 65.
- Have over $500,000 of total investable assets, which may include IRAs, Roth IRAs, Pensions, 401(k)s, 403(b)s, (TSAs), 457(b) Deferred Compensation, and other investment accounts.
Learn More & Sign Up for the Seminar Today
Retirement Health Insurance Prior To Age 65
The American Rescue Plan just made Affordable Care Act Health Insurance less expensive for retirees in the next two years. Unfortunately, starting in 2023, this insurance will become more expensive, and for some people, much more expensive.
To keep your costs associated with health insurance at a reasonable level, it is imperative to understand how to control Modified Adjusted Gross Income (MAGI). Modified Adjusted Gross Income determines the amount of tax credits you can receive to offset the costs of Affordable Care Act Insurance.
To control Modified Adjusted Gross Income, you have to have a clear understanding of how to position your different income streams in advance of retirement to ensure you will not be paying exorbitant amounts for health insurance.
We are hosting a free webinar that is uniquely designed to help future retirees with more than $500,000 in investments reduce unnecessary health insurance costs prior to the age of 65.