What You'll Learn
- The One, Big Beautiful Bill Act: How recent tax reforms under the new administration could affect taxes on Social Security, pensions, and retirement account withdrawals.
- Market Volatility: Post-election market reactions and what that means for your long-term strategy.
- Inflation and Cost-of Living: Can you protect your retirement assets from inflationary impacts?
- Healthcare Costs: Will there be increases and how much can you really expect to pay?
- Income Streams: Generating reliable and predictable income to last your lifetime.
- Maximizing Your Social Security: Timing to make the most of your benefits and your spouse’s future.
- Estate Taxes and Legacy Planning: Securing your legacy for generations.
