Retirement Income Strategies and Estate Planning Seminar

Topics we'll cover include:

• Transitioning your portfolio from the accumulation phase to the income phase
• Passive vs. active portfolio management
• Choosing the right accounts to draw from first
• Minimizing your retirement income taxes
• Social Security strategies
• Good and bad retirement products
• Managing your IRAs and 401(k)s in retirement
• Measuring risk in your portfolio
• Protecting your estate from long-term-care costs
• Estate planning tips for 2017 by attorney Michelle Lerman

Strategies discussed in this seminar are appropriate for individuals with $500,000 or more in assets.