Retired or retiring soon? In this seminar, designed for people over 50, you will learn: Some of the worst enemies to your financial well-being in retirement. When it could be a good time to invest and or protect your capital. How to project your hurdle rate, or the rate of return we think you need […]
Taxes could be one of your biggest expenses in retirement. Learn tax filing strategies designed to help you save money in retirement. This presentation will cover: Recent changes in tax policy The Four Tax Buckets in retirement Strategies for tax savings · RPOA’s 3 Guiding Principles for income in retirement
Retired or retiring soon? In this seminar, designed for people over 50, you will learn: Some of the worst enemies to your financial well-being in retirement. When it could be a good time to invest and or protect your capital. How to project your hurdle rate, or the rate of return we think you need […]
