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Mitigating Taxes in Retirement
A clear strategy to address the possibility of income and capital gains tax increases should be an essential part of a successful retirement strategy. Taxes don’t necessarily go down during the retirement years. The possibility of tax increases without a well-thought out and implemented plan can change retirement goals and the face of retirement dramatically. […]
Find out more »Defusing Your IRA Timebomb
View selected clips from "The Power of Zero - The Tax Train is Coming" tax documentary. This documentary is the first to explore the impact of our nation’s looming debt crisis. The film covers how the debt crisis could threaten to disrupt your traditional retirement and the possibility of a sovereign debt crisis. Learn about […]
Find out more »Mitigating Taxes in Retirement
A clear strategy to address the possibility of income and capital gains tax increases should be an essential part of a successful retirement strategy. Taxes don’t necessarily go down during the retirement years. The possibility of tax increases without a well-thought out and implemented plan can change retirement goals and the face of retirement dramatically. […]
Find out more »Defusing Your IRA Timebomb
View selected clips from "The Power of Zero - The Tax Train is Coming" tax documentary. This documentary is the first to explore the impact of our nation’s looming debt crisis. The film covers how the debt crisis could threaten to disrupt your traditional retirement and the possibility of a sovereign debt crisis. Learn about […]
Find out more »Annuities, Not Your Grandmother’s Ones
The word "annuity" has become one of those four-letter words your mother warned you about. However, while there are bad annuities, not all are. Historically, annuities are one of the most misunderstood and broadly defined financial products. Annuities can be powerful when used correctly, yet detrimental if used improperly. This course will untangle the complexities […]
Find out more »Three Ways To Help Take Back Control of Your Financial Future
Understand the recent pandemic's impact on the economy and individuals, and, more importantly, how to regain confidence in your financial outlook no matter what the future holds. Explore risk analysis, Roth conversion, retirement income plans and social security analysis and consideration of a fixed index annuity. Speaker: Jason Ingram Course: FINC-765 | Section: F06 Register […]
Find out more »Navigate Retirement Income and Tax Risks
Focus on important topics proven to resonate with today’s retirees and soon-to-be retirees. Examine the damaging impact of taxes on one's retirement outlook while exploring the risk of the market and current economy on the possibility of not having enough income in retirement. Speaker: Jason Ingram Course: FINC-746 | Section: F04 Register Now
Find out more »Live, Quit or Die: Long-Term Care Solutions
Learn how traditional long-term care insurance compares to some exciting hybrid solutions. Never worry about moving in with the kids again and take control of your extended care. Speaker: Jason Ingram Course: FINC-746 | Section: F09 Register Now
Find out more »How To Help Protect Yourself from a Potential Tax Storm
National debt out of control, unfunded liabilities, sovereign debt crisis; what’s next? Learn how to protect your IRA and your retirement income from the possibility of tax increases. Discover how the wealthy protect their assets and produce tax-free income. Speaker: Jason Ingram Course: FINC-765 | Section: F11 Register Now
Find out more »How To Help Protect Yourself from a Potential Tax Storm
National debt out of control, unfunded liabilities, sovereign debt crisis; what’s next? Learn how to protect your IRA and your retirement income from the possibility of tax increases. Discover how the wealthy protect their assets and produce tax-free income. Speaker: Jason Ingram Course: FINC-765 | Section: F11 Register Now
Find out more »Navigating Social Security Options
What is the best way to decide when to claim? Learn how to navigate the challenges in how you take your Social Security and where the breakeven analysis rests. Your health, your age and your other income will help to analyze the many paths one can take in deciding when to take your benefits. Speaker: […]
Find out more »Defusing Your IRA Timebomb/Mitigating Taxes in Retirement
See ways to mitigate your taxes in retirement by solid planning. In retirement, the taxes on these deferred taxation accounts matter. Learn strategies to defuse that time-bomb and create a more stress-free retirement. Speaker: Jason Ingram Course: FINC-765 | Section: F07 Register Now
Find out more »Defusing Your IRA Timebomb/Mitigating Taxes in Retirement
See ways to mitigate your taxes in retirement by solid planning. In retirement, the taxes on these deferred taxation accounts matter. Learn strategies to defuse that time-bomb and create a more stress-free retirement. Speaker: Jason Ingram Course: FINC-765 | Section: F07 Register Now
Find out more »