While you are working and saving, you accumulate a collection of accounts, such as IRAs, 401(k)s savings and annuity accounts, and other workplace investments including stock options and deferred compensation plans. You may own stocks, bonds, mutual funds, annuities, CDs, iBonds, and more.
When you retire, how do you align all of these things to work together to create a reliable retirement paycheck? What do you sell first? Which account should you draw from in which years?
In this webinar, we’ll show you how we answer these questions and align portfolios for the purpose of withdrawing regular cash flow to live on in your retirement years.
This webinar covers:
The one factor that has the most impact on investing success in retirement
How to decide which accounts to draw from
How you determine what to sell and when to sell it
What taxes to watch out for
Your class instructor, Dana Anspach, will illustrate taxes with real life examples.
We look forward showing you ways to plan ahead for taxes and potentially reduce your tax liability.
Chapters: 0:00 Intro 4:10 Logistics 18:04 Research 58:51 Behavior 1:06:16 1099 Mistakes to Avoid 1:05:42 Q&A
DISCLOSURES This presentation contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.
Sensible Money, LLC (“SM” or "the Firm") is a registered investment adviser. Registration is a legal requirement – it does not imply approval or endorsement. For additional information about SM, including its services and fees, you can request a copy of SM’s disclosure brochure by emailing us at [email protected] or visit www.advisorinfo.sec.gov.
Any charts in the presentation are not meant to show the performance of SM strategies or to imply the performance of any model portfolios. Any charts or examples are meant to show the Firm’s belief in sticking to a plan over time, but there is no guarantee that you will have the same or positive results. Any results portrayed in these cases or examples are not representative of all of SM’s clients or the clients’ experiences. No portion of this presentation should be interpreted as a testimonial or endorsement of SM’s investment advisory services.
Past performance is not a guarantee of future results. When investing, depending on your timing, you could lose money. There is no guarantee that the prevailing market and economic conditions during the time frames in the graphs will continue, and performance may be negatively impacted by a shift in such conditions.
