MAXIMIZE RETIREMENT CASH FLOW USING A 3 BUCKET SYSTEM
Tuesday, May 16th, 2023: 9:00 AM Central
CPE Credits 1 Hour
With over a million different options available for you to structure your retirement the process can seem overwhelming, but it doesn’t have to be. In this webinar, you will learn about a simple 3 Bucket System you can use to get the most out of your retirement assets. You will learn how each of these buckets works and how much money you should have in each bucket to maximize your income during your retirement years.
- Determine what the taxable bucket is and how it should be funded
- Identify what the tax-deferred bucket is and why most people don’t use it correctly
- Describe what the tax-advantaged bucket is and how it can maximize your retirement
- Summarize what you can do to avoid taxation of your Social Security benefits