Retirement Success in Turbulent TimesBrooks Brown2024-08-02T16:14:36-04:00

RETIREMENT SUCCESS IN TURBULENT TIMES

Has market volatility given your retirement savings a sucker punch…..AGAIN?? It’s hard enough saving for retirement without lying awake wondering…‘what if we outlive our money’!!? Attend our workshop Retirement Success in Turbulent Times and put THAT nightmare to bed.

Now more than ever preserving your future lifestyle depends on much more than chasing rate of return. You’ve saved your whole life towards retirement. If your 401k doesn’t have downside protection against big losses don’t miss our no cost no obligation workshop Retirement Success in Turbulent Times.

Whether you’ve saved $400,000 or $4 million, learn three specific steps we use so our clients’ retirement savings won’t get knocked out. As a bonus learn RMD strategies that could have you one step closer to Retire the Job and KEEP the paycheck!

Topics include

How to avoid outliving your income in retirement
What a portfolio with managed downside protection can mean for your long term success
What New Tax Laws may mean for you
Creative ways to use the new tax code to move money into tax free accounts at reduced tax rates
Changes to RMD requirements effective January 2023

***The information presented is most helpful if you have at least $400,000.00 set aside in your retirement accounts.

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Office: (336) 391-3409

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Charlotte, NC 28277
Office: (336) 391-3409

Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.

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