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Tue, Dec 19


Zoom webinar

Retirement & life insurance

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Retirement & life insurance
Retirement & life insurance

Time & Location

Dec 19, 2023, 7:15 PM – 8:00 PM EST

Zoom webinar

About the event

Do you ever wonder if there's a better or additional type of retirement plan that you can take advantage of? Some retirement plans are nearly as simple as moving money from your left pocket to your right pocket - and in your ​r​ight pocket you may be able to legally avoid paying taxes, or ​at least defer taxes and potentially pay less later on.​

​Many of us accumulate most of our assets either in our homes, or in our 401Ks (or other retirement accounts), assuming that we will be in a lower tax bracket at retirement. But WHAT IF tax rates will be significantly higher than today? That means that we could be in a much higher tax bracket! The most obvious solution is to diversify the taxability of your assets, and that's what we will be covering in this webinar.

Also, another important matter to anyone that has others depending on them should be life insurance. This is often a confusing topic and the questions that get raised are:

- ​will my family have enough money if ​one of the breadwinners disappears

- do I have the best type of ​c​overage for me

- am I overpaying​ for the policy I've had for years

- what happens to my insurance if I leave my employer

Alan Klayman (30 years of industry experience) and Adrian Ozarchievici CFP® will have an active discussion on these topics. Please send or bring your questions, this will be a live Q&A educational session.

** this is not tax, legal or investment advice ​- everyone's situation is unique so please consult your own advisors **

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