Creating Lifetime Guaranteed Retirement Income

Area: Business / Economics / Law | Created: Jan 6, 2010

Retirees today face a myriad of challenges. Increased life expectancy, soaring health care costs, volatile and risky investment markets, rock bottom interest earnings, potential hyper inflation and an explosion in tax rates because of our growing National Deficit. Until now most retirees have relied on traditional methods of creating income by investing in dividend stocks, real estate and CDs. Unfortunately with stocks at risk, CDs at historically low returns and real estate having an unknown short term future there has not been any other way. Now with the bucket methodology you can create a lifetime guaranteed income stream. The goal is not to run out of money before you run out of life.

• Learning Objective

  1) Understand how to use the bucket method to separate assets for maximum income and reduction of risk.
  2) Learn how to develop the most tax efficient income in today’s volatile tax environment.
  3) How to structure your income so it is not based on current interest rates or stock market returns.

• Target Students

  Any person either currently retired or close to retirement looking to structure their income so that it is not dependent on current interest rates or

• Level:

  Any

• Duration

  2 Hour(s)

• Tags

  Retirement, retirement planning, retirement investing, investing, 401-K, IRA, investing, tax, tax planning, financial planning, estate planning, ROTH, ROTH IRA, ROTH Conversion, retirement income