Retirement in an Uncertain Economy
The truth is, planning for retirement always has an element of uncertainty. The rules, laws, and financial landscapes are constantly shifting. It is important to stay up to date with current strategies to help ensure you get the retirement you deserve.
Join Aul Financial Group for a complimentary presentation, where we discuss strategies and techniques that can help you preserve capital, reduce taxes, address your healthcare, and potentially drive more income, even in an uncertain economy.
Advanced discussion topics will include:
- How do you determine if your retirement plan has expired?
- What damage could inflation and the current geopolitical climate do to your retirement plan?
- How you could cover long-term healthcare expenses while also creating wealth
- The rules have changed when it comes to how your beneficiaries can receive your IRA & 401(k) funds. Learn what these changes mean and what you may need to do now.
- The Tax Cuts and Jobs Act brought us historically low tax rates. It is set to expire in 2025, what could you do now to benefit from today’s tax rates?
- Tips to help avoid market and interest rate volatility and protect your hard-earned assets
- Protecting your spouse from income loss at your passing
- Discover the benefits and limitations of annuities
