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
Upcoming Dates:
There are no upcoming dates at this time. Please check back at a later time.
To register, please click the following link.
You'll need to log in or create an account to register for our upcoming
Pre-Retirement Strategies Discussion along with our other upcoming Client Enrichment events.