Brandon Thurgood discusses:

• Inflation Reality: With just 4% inflation, a person who needs $5,000/month today will need $10,956/month in 20 years! Strategies you can use today for this long term issue.
• Recession Planning: How do I best survive market volatility and market recessions?
• Tax-Efficient Strategies: Why taxes may be the biggest thread many haven’t planned for in retirement.
• Social Security: Will Social Security be there for me? How can I maximize my benefits?
• IRA Withdrawals: How withdrawals from IRA’s could cause you to lose up to one-third of your Social Security.
• Long Term Care: Strategies that could protect your retirement without paying insurance premiums.
• Retirement Income: Will you have enough? Learn strategies to help generate guaranteed income for life.
• Inheritance Tax: Educate yourself and prepare in advance to position your estate properly. Don’t subject your heirs to a hefty tax burden.
• Secure Act 2.0: What effect does the new bill have on your RMDs and how could it potentially impact your retirement savings?

Key’s to retiring in today’s economy despite the uncertainty of taxes and rising inflation. Call 505-891-9800 to RSVP today.