Ed points out the risks of retirement planning and focuses on risks of today including market volatility and inflation.  He goes into the strategies that should be considered by pre-retirees and retirees given the standard risks and the risks of our current economic climate.  He moves into good retirement preparation strategies especially for those with just a few more years to work.  Ed then discusses how tax strategies factor into your retirement planning.  He covers options from withdrawing from retirement accounts when retiring early, paying quarterly, understanding the penalties, reverse rollovers, strategizing for Roth IRA, and tax loss harvesting.

You can reach Ed Storer and the team by calling 800-800-563-7030.

The Wealth Training Academy

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