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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?

REGISTER FOR 30 MINS WEBINAR

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.

Register

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

Investment Advisory Representative offering Securities and advisory services through Madison Avenue Securities LLC, member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through EFC Wealth Group. EFC Wealth Group and EFC Wealth Management are not affiliated with Madison Avenue Securities LLC. CA #0B92957. EFC Wealth Management Firm is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Cory Chapman or EFC Wealth Management is stated or implied.

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