Webinar: Pre-Retirement Planning for Baby Boomers

Webinar: Pre-Retirement Planning for Baby Boomers

May 20th, 2020 | 6:00 pm - 6:45 pm
Online | Wisconsin

Presenter: Ty Bernicke, CFP®, President and Senior Wealth Manager

This webinar is specifically designed for individuals who:
  • Will be retiring within 5 years, and are under the age of 65 or have not claimed their Social Security benefit.
  • 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.


During this webinar you will learn:
  • When the Social Security Trust Fund is projected to run out, and what this means for you.
  • 10 Variables that you should consider to help steer your decision on when to take Social Security.
  • Strategies designed to help control current and future tax implications.
  • How Roth IRAs and non-qualified investment accounts can provide retirement income prior to age 65, which may save you thousands in healthcare-related costs.
  • 3 Tax savings strategies designed specifically for pre-retirees within 5 years of retirement.