Post-Retirement Strategies Presented by Carlos Henriques, CFP®

This event is exclusively for AdviceOne clients

Join us as we help you explore things to think about before you retire.

Topics Include:

  • Collect Social Security at the right time
  • Why you spend your money
  • It does not matter that the stock market crashes
  • Money in an IRA that you don't need?
  • When do you no longer need Life Insurance
  • Maximizing charitable gifts
  • When to downsize; where real estate is heading
  • Tax-efficient withdrawal strategies and your tax bracket
  • Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions

Register Here Please fill out the form below to register.