MAXIMIZE RETIREMENT CASH FLOW USING A 3 BUCKET SYSTEM
Available Date: Thursday, June 15, 2023: 3:00 PM – 4:00 PM Central
Course Description:
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.
Learning Objectives:
- 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
For more information regarding refund, concerns and program cancellation policies, please contact our offices at 855-491-0400.
Presented by Retirement Risk Advisors
Retirement Risk Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
