Maximizing Your Retirement Income Strategies

Who says retirement has to be stressful?

Retirement is a time to be enjoyed, but it can be a stressful event if you are not properly prepared! Attend one of our informational seminars to learn strategies that can help you maximize your retirement income and take the stress out of retiring!

Maximizing Your Retirement Income Strategies

Who says retirement has to be stressful?

Retirement is a time to be enjoyed, but it can be a stressful event if you are not properly prepared! Attend one of our informational seminars to learn strategies that can help you maximize your retirement income and take the stress out of retiring!

Tuesday, December 5 or Thursday, December 7, 2017 6:00 p.m. to 8:00 p.m. Gonzaga University John J. Hemmingson Center - Firenze Room 312 702 E Desmet Ave, Spokane, WA 99202

Seating is limited, so sign up today to save your spot! There is no charge to attend this event!

How would you feel about potentially leaving thousands of hard-earned retirement dollars on the table?

Not good, right? Retirement can be a stressful event if you are not properly prepared. It's important be able to answer questions such as..

Where will my money come from? Will I have enough income to fund my retirement and maintain a comfortable lifestyle? Do I have a strategy to combat inflation and taxes? Will my hard-earned savings last throughout my entire retirement?

These are important questions to have answers to and pre-planning is crucial to setting yourself up for success. More than 80% of Americans are worried they won't have enough money for retirement and over 78 million Baby Boomers are set to retire in the next decade*.

You've done a great job accumulating assets throughout your career, but how do you handle the distribution phase as you approach retirement? Many strategies that worked in the past are no longer effective as the rules and economy keep changing. The decisions you make today about when, where and how you will receive your income in retirement are more important than ever. Advanced income planning will help ensure you have a stable, predictable source of income and help you avoid any surprises or unexpected expenses.  

It's important to know all of the strategies that are made available to you so you can make informed decisions and maximize your retirement income. Failing to implement the right strategies could potentially leave tens of thousands of dollars on the table. Fortunately, becoming informed and properly planning can prevent this from happening.

Join us at Gonzaga University to learn about these important strategies and topics for those who have recently entered retirement or are retiring in the next 5 to 10 years!

  • Making The Most of What You've Made: Navigating Your Retirement Income.
  • Financial vehicles that can provide guaranteed income in retirement while minimizing tax exposure.
  • Planning techniques to get the most out of your Social Security benefits.
  • Strategies to help grow your assets and protect your portfolio against stock market volatility.
  • Longevity & inflation – how to avoid outliving your retirement savings dollars.
  • Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
  • RMDs & how they directly affect your taxable income. 
  • Retirement income planning in today's economy.
  • Understanding potential risks in retirement and how to avoid them.
  • How to reduce income and estate taxes on your IRA and 401(k).
  • And more!

Seating is limited. Register today to guarantee your spot!

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FEATURED PRESENTER

Dave Altmeyer, President

The Altmeyer Financial Group believes in an upfront and candid approach in pursuing financial independence while creating personalized retirement strategies designed to help maximize the outcomes of our clients’ income, just as we would for our own families. By using a variety of insurance and investment products, we can help you develop an overall retirement income strategy specific to you and your family. We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

DON'T MISS THIS EXCLUSIVE WORKSHOP!

*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.