An Educational Course for Adults Aged 55-70
An Educational Course for Adults Aged 55-70
The best way to collect your Social Secuirity benefits to maximize them
New tax savings opportunities on your IRA or 401(k) as a result of recent tax law changes
Why the current economic outcome may be entirely predictable and where we may go from here
How the current Federal Reserve policy of massive currency creation threatens your retirement and what you should consider doing about it
A new planning tool designed for the current economy that can help aspiring retirees achieve their dreams of a comfortable, stress-free retirement
The "New Retirement Rules class is informative and entertaining. When you participate in the class, you will receive a textbook and a series of essential reports.
These reports include:
* A Social Security maximization report that will provide you with customized Social Security collection options
* A fee and drawdown analysis report. This report will show you the historical drawdown risk in your portfolio as well as confirm the current level of internal fees you are paying in your investments.
* An IRA and 401(k) tax analysis. This report will show you potential tax savings strategies to consider for your IRA and 401(k) holdings.
* A New Retirement Rules Income sourcing map. This report will illustrate retirement income options and sources to you.
* A New Retirement Rules allocation map that will should you allocation options.
These reports are developed interactively during the class. You will NEVER be asked to share any personal information with the class instructor.
At the conclusion of the class, attendees will have a comprehensive retirement plan.
The class instructor is a financial industry veteran of 23 years, Josh Alpert.
Mr. Alpert has been a frequent contributor to a multitude of national media publications including Forbes Magazine, MSNBC, Chicago Tribune, US News and World Report and countless others.
Mr. Alpert has spoken to thousands of seminar and financial event attendees on the topics of retirement and personal finance.
Copyright © 2024 Alpert Retirement Advising - All Rights Reserved.
Advisory services offered through CoreCap Advisors, LLC, a registered investment advisor.
Alpert Retirement Advising and CoreCap are separate and unaffiliated companies.
Broker Check: https://adviserinfo.sec.gov/individual/summary/4543083
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