Pre- and Post-Retirement Strategies Presented by Carlos Henriques, CFP®
These events are exclusively for AdviceOne clients
Whether you’re approaching retirement in the next few years or have already retired, each discussion is tailored to topics affecting you and your family.
A few of the topics covered at each webinar:
Pre-Retirement Strategies:
- All strategies regarding your current 401(k)
- Determine pension decisions
- Backdoor Roth IRA/Backdoor Roth 401(k)
- The actual retirement decision
- Formalize future-based NUA strategy
BOTH:
- Bunching gifts
- When to downsize; where CT real estate is heading
- Withdrawal strategies: IRA vs. Roth vs. non-qualified
- Green curve planning: the importance of age 63 and 72 vis-à-vis Roth decisions
Post-Retirement Strategies:
- Formalize your plan for Social Security decisions
- The true cost of not spending
- Plan for the next market crash
- Qualified charitable distributions
- When to cancel life insurance and/or Long Term Care insurance