This Saturday, May 10, at 12 p.m., Pacific, I will be presenting part II of my three-part Retirement Income Conference Call series. If you are in retirement, approaching retirement or are in charge of the financial assets of parents or grandparents, I invite you to join me for this FREE, 45-minute presentation.
In our first call we covered the basics of retirement income investing such as: getting organized; understanding your income streams; essential and discretionary expenses; the threats to your income; and how to create new lifetime income streams. Now we are moving into a new discussion about two very important topics for retirees.
The first will be income investing, and just how it is done. What vehicles should you use, and where are the opportunities today for income investors. Second, I will be talking in much greater detail about the new living benefits within today’s variable annuities. There is a new breed of no-load annuity available that allows you to receive income without annuitization — and while still maintaining control of your assets.
This type of annuity could be a great choice for a portion of your 401(k) or IRA. All this and much more will be discussed in our dynamic and informative conference call format. The best part of this conference call is the interaction, as you will be able to ask me specific questions pertaining to your particular situation.
Please join me this Saturday, May 10, at 12 p.m., Pacific, for this informative, second installment in our retirement income series. Please click here to register for this event.
I look forward to speaking with you.