It's Never Been More Challenging to Prepare for Retirement
American Retirement Society is commited to informing baby boomers about financial strategies to help create reliable income in retirement. We are offering virtual meetings designed to help you take control of your finances. We are here to help you navigate the changing financial landscape and develop an income plan for the future.
Take the confusion out of retirement!
We are here to help take the confusion out of planning for retirement and provide professional insight on how to make sure you have the right strategies in place.
We will discuss important topics for recent retirees and those retiring in the next 5 to 10 years.
- How to develop a customized retirement income plan.
- Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
- Recent changes to tax laws and Social Security that may affect your retirement income.
- How to make the most of what you've made and navigate your retirement income outlook.
- Strategies to grow your assets and protect your portfolio against stock market volatility.
- Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
- Understanding RMDs & retirement income planning in today's economy.
- Understanding the potential risks in retirement and how to avoid them.
- And much more!
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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity. Annuities may be subject to fees and or surrender charges, which vary by product.