Discover what thousands of retirees and pre-retirees are doing right now to protect and preserve their assets and legacy.
Important topics we will discuss include:
- The Stock Market and Economy: Learn where we believe both are headed in 2021 and what you should do to benefit regardless of the direction.
- Market Volatility: Strategies to help preserve your assets from a market downturn. Learn strategies to secure income for life.
- The Secure Act: New 2020 tax legislation could turn your IRA into a tax burden for your heirs. Learn some crucial mistakes you should avoid.
- Tax Reduction Strategies: Help reduce taxes on your Social Security, Capital Gains, Interest Income and more.
- Retirement Income: Will you have enough? Learn strategies to possibly secure income for life.
- Protecting your Estate: Essential legal documents, powers of attorney, trust and more.
As the virus and political changes add uncertainty in our personal finances, Bostian Retirement would like to extend an exclusive invitation to meet and discuss how you can preserve your retirement assets and legacy.