Pre-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:

  • How money in your 401(k) can work for you
  • Pension decisions - Should you take the lump sum or the monthly annuity?
  • Say yes to Backdoor Roth IRA/ Mega Backdoor Roth 401(k)!
  • Deciding it's time to retire
  • Taking advantage of company stock
  • 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.