FREE ONLINE WORKSHOP
The Retirement Roadmap
Discover how to make your retirement savings last longer and reduce taxes by balancing your Social Security filing strategy, retirement account withdrawals, and Roth conversions.
In this Workshop, you'll learn:
1
The Most Optimal Age To File for Social Security
The decision on when to file for Social Security should be made as a part of your comprehensive plan, and not independently by just using software or basic guidelines. In our workshop, we'll dive into how to determine the most suitable age to file, taking into account your specific income objectives and the composition of your assets.
2
The Most Efficient Sequence of Retirement Account Distributions
The order that you use to tap into your retirement accounts can make a massive difference in the amount of taxes you pay and how long your money lasts. In this workshop we'll cover an alternate way to think about taking withdrawals that very few people are talking about.
3
The Right Approach to Roth Conversions
Should you think about including Roth conversions in your comprehensive retirement income strategy? In the right cases, a conversion strategy can make a massive difference. However, there is a right way (and a VERY wrong way) to calculate the benefits of a conversion.
4
How To Include All Of These Critical Pieces Into One Cohesive Plan
Should you think about including Roth conversions in your comprehensive retirement income strategy? In the right cases, a conversion strategy can make a massive difference. However, there is a right way (and a VERY wrong way) to calculate the benefits of a conversion.
This Online Workshop is a Must Attend if...
- You're a soon-to-be retiree and want to make sure you haven't missed any important details
- You want to make sure that your retirement income strategy won't cost you unnecessary taxes
- You want to make sure you won't run out of money
- You've heard conflicting information and are looking for the right answer
- You've heard the horror stories of bad retirement planning decisions and want to avoid making one yourself
- You have been looking for a way to tie all the critical pieces together into one cohesive plan
A Personal Invitation From The Instructor...
If our paths haven't crossed yet, let me introduce myself - I'm Devin.. I'm a full time financial planner who's passionate about simplifying the complex retirement planning decisions.
As a result of the more than one million people per month that consume the articles and videos I create, I get's LOTS of questions.
Most of these revolve around:
- Determining the optimal age to apply for Social Security.
- Choosing the most beneficial retirement account withdrawal approach.
- Deciding whether to include Roth conversions in your retirement strategy.
I realize these choices can initially seem daunting, but I assure you, there's no way around it - you MUST invest some time in thorough consideration and planning BEFORE stepping into retirement.
I can show you how to simplify this decision with a clear cut process so you'll be confident you're making the right choices.
See you in the workshop!
-Devin