Retirement Income Planning For Pre-Retirees With Over $1 Million Saved
If you have over $1 million saved and are within five years of retirement in Minnesota or Wisconsin, the decisions you make now will shape your income, your tax bill, and your health insurance costs for the rest of your life. This webinar covers what to evaluate before you retire, while you still have time to act on it.
Tuesday, July 7 | 12 PM or 7 PM
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People Helped Pursue Retirement
Years of Experience
Forbes Best-In-State Awards
Forbes Top Registered Investment Advisory Firm
Topics We'll Cover
Learn what to do before you retire to keep more of what you have saved.
When to Take Social Security
Taking Social Security at the wrong time can cost you hundreds of thousands of dollars over your lifetime. We will cover the three most common strategies, the variables that tip the decision one way or the other, and why the right answer for a married couple is almost always different from what you would expect.
How to Minimize Taxes Before and After Retirement
Many pre-retirees are surprised to find their tax bill goes up in retirement, not down. We will walk through how your investment buckets, Roth conversions, and income organization interact to determine your lifetime tax bill and what you can do now while the window is still open.
Your Health Insurance Costs Before Medicare
If you retire before 65, going just $1 over the income threshold may cost you tens of thousands of dollars in additional health insurance premiums. We will show you what the cliff looks like and how income organization now may help you stay below it.
Meet Your Speaker
Learn from a Forbes Best-In-State Wealth Advisor
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or cited in The Wall Street Journal, Forbes, The New York Times, and Futures Magazine, among other national publications.
Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes.