5 things Every Retiree Must Know in 2010

Paul Wassmer

View All Contributions By:  

Job Title / Position:

Website:

Contact Information:


There really can be very little doubt that your financial state can, and does exert a strong influence on your health. Unfortunately, too many people lack the financial wisdom (and foresight) needed to secure a solid economic future for themselves and their loved ones, thus opening themselves up to the fears, stresses and pressures that accompany lack.

This webinar seeks to address just that. Mr Wassmer will show that it is never too late to start preparing for the days when youth and vigor are no more…and neither is it ever too early.

The following questions will be explored:

  1. What should you do about your portfolio?
  2. How will you guarantee your retirement income?
  3. Which of the four tax strategies will you implement?
  4. How are you going to handle tax changes impacting your  retirement  plans?
  5. Is Roth conversion right for you?

How you can retire tax-free: New law lets everyone enjoy  the tax-free benefits of a Roth IRA – including those with incomes in excess of $100,000.

[i4w_onlyfor tagid=’507,242,583′]

[ELSE_onlyfor]

Log In or Click Here to View Presentation

[/i4w_onlyfor]

Leave a Comment