In this webinar, you will learn: the difference between saving for retirement and distributing for retirement; the advantage of an individual retirement account for income planning; how to super charge your ROTH IRA; how to get big tax savings on company stock; and (New for 2021) how massive US and international government debt could disrupt your retirement and its success.
This is a virtual event. To register, please click here:
This event is being presented by a team of financial advisors from the AAA Retire Program, which was established in 2003 to provide AAA members educational benefits on getting the most from their Social Security benefits and establish a retirement roadmap. Though the company is no longer affiliated with the American Automobile Association, it is still helping people approaching or in retirement.
The presenters include: Jeff Bauer, with over two decades of experience in helping individuals and families retire with confidence; Matthew Sweeney, who helps people determine the proper products and portfolio allocation; and Jody Goss, who has been in the financial services business for nearly three decades and helps individuals and families transition from working to retirement.