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The $2.2 Trillion Stimulus and Its Potential Impact On Your Retirement

Is Your Retirement Plan Secure?

If you've watched the news lately (and most of us have), you know the stock market has experienced significant volatility in the last few months. But did you know market performance is not the only area of concern for today's financial experts? Many experts predict higher tax rates in the future, especially with the recent increase in emergency federal spending. And if you're only focused on the market, you may miss a big risk impacting the amount of income you receive in retirement. ​​​​​​

If your retirement plan makes you feel anxious about the future, or if you have found yourself asking the following questions below, then I'm glad you're here!

  • 1How do I protect my principal balance from losses?
  • 2How do I reduce my tax liabilities?
  • 3Am I making the right decisions to secure my retirement future?
  • 4How much risk is the right amount of risk for my portfolio?

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Who is This Webinar For?

This webinar is designed for those of you who are staying closer to home this month and have the gift of time to learn something new. I would love to share this special Retirement Tax Summit webinar and I believe it will help you maximize your retirement goals.

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What You Will Learn

Following the outline of the book written by Martin H Ruby, The No Compromise Retirement Plan, you will learn:

  • 1Why taxes may be the biggest retirement risk you haven't planned for
  • 2Why today's market requires specialized planning to meet your retirement goals
  • 3How to calculate the total amount of taxes you may pay on your Ira or 401(k) in retirement
  • 4Whether creating tax-free income from your current qualified account makes sense for you
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Cory Chapman EFC Wealth Management

This webinar is designed for those of you who are staying closer to home this month and have the gift of time to learn something new. I would love to share this special Retirement Tax Summit webinar and I believe it will help you maximize your retirement goals.

Register

Disclosure

Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives.

All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. We are currently registered in the states of California and Texas.

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