Upcoming date and time
What You Will Learn:
Strategically claim your Social Security benefits in a tax-friendly manner.
Develop a tax-efficient income withdrawal plan for your retirement.
Determine if ROTH Conversions fit inside of your plan.
Retirement investment strategies in or near retirement.
Hosted by Retire Ready Academy
This class is for you if…
You recently retired or are approaching retirement within the next 10-15 years
The majority of your retirement savings are in taxdeferred accounts, and you are worried about future taxes in retirement
Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
You are seeking guidance on how investments, strategies, and stock markets apply to you specifically, not by the big box brokerage houses pushing products and mutual funds.
You want to learn how to optimize your Social Security around your assets and pension
Meet Your Instructor
MOKAN Wealth Management
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor. CreativeOne Wealth, LLC and MOKAN Wealth Management are unaffiliated entities.
Bonus: The Retire Ready Toolkit
In addition to the class workbook, you’ll get the Retire Ready Toolkit at no additional cost! POTENTIALLY LOWER YOUR TAX BILL AND OPTIMIZE YOUR RETIREMENT PLAN!