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Are you concerned about how your finances will THRIVE even in this COVID-19 impacted world? Learn 3 important tools you can use to safeguard investments from market volatility due to unpredictable events whether domestic or global.
We understand people are searching for answers during this uncertain time and asking themselves…what’s next? You’ve worked hard to create a nest egg for retirement and certainly don’t want to lose it now. During this 3-part series, we’ll share strategies and decisions you can employ to secure retirement savings and create peace of mind during uncertain times.
PART 1: The Investment Strategy Designed to Get You Through Tough Times
During this webinar we discuss:
- The Coronavirus and the Economic Impact
- What is a Bear Market and When Have Other Bear Markets Occurred?
- Why Losses Mean More than Gains in Retirement
- The Pros and Cons of Different Investment Tools and Why Sage is So Important for Retirees
- The History and Origin of Annuities and Fixed Indexed Annuities
PART 2: How Tactically Managed Money Can Lesson Market Fears
During this webinar we discuss:
- An overview of COVID-19’s impact on investing
- Defining a Black Swan event
- Governmental responses to manage economic damage
- Building blocks to grow and manage wealth
- Key risks to your portfolio in times like these
- How a risk mitigation strategy works
- Components of Betashield™ and Navalier
PART 3: How to Decrease Your Taxes and Increase Your Retirement Income
- The SECURE Act and what it means for your retirement.
- Changes to RMDs and Stretch IRAs
- COVID-19 and the potential tax and economic impact.
- Deductions, exemptions and credits retirees can take advantage of now
- ROTH conversions vs. contributions-the differences