Alpert Retirement Advising
Alpert Retirement Advising

New Retirement Rules

New Retirement Rules New Retirement Rules New Retirement Rules

An Educational Course for Adults Aged 55 to 75

CLICK HERE TO REGISTER FOR A CLASS

New Retirement Rules

New Retirement Rules New Retirement Rules New Retirement Rules

An Educational Course for Adults Aged 55 to 75

CLICK HERE TO REGISTER FOR A CLASS

DISCOVER:

Why the current economic outcome may be entirely predictable and where we may go from here.

The optimal time to collect your Social Security benefits to maximize them.

New tax savings opportunities on your IRA or 401(k) as a result of recent tax law changes, potentially saving you tens of thousands or even hundreds of thousands in taxes over your lifetime.

How to create a reliable income plan that provides you with the income you'll need throughout retirement, and how to take advantage of current tax laws to keep your income as tax-favorable as possible.

How incorporating exit strategies into your retirement plan could help protect your nest egg from catastrophic financial losses in the event of significant market declines. 

How a dynastic estate plan can help safeguard and maximize the legacy wealth you leave to your heirs, protecting it from future divorces, creditors and estate taxes, and how this type of estate plan could remain in effect for hundreds of years.

MEET JOSH

The class instructor is Josh Alpert.


Josh is the author of #1 Amazon Best Seller:

 Retirement Rules For Today's Economy. 


 He has been a frequent contributor to a multitude of national media publications including Forbes Magazine, MSNBC, Chicago Tribune, US News and World Report and countless others.

 

In his 25-year career, he has spoken to thousands of seminar and financial event attendees on the topics of retirement and personal finance.

WHAT YOU GET WHEN YOU REGISTER

The "New Retirement Rules" class is both highly informative and entertaining, presented by a best-selling author and frequent keynote speaker. 


When you register and attend the class, you will receive a copy of Josh's #1 Amazon best-selling book, along with class workbooks, and a series of proprietary essential reports that you won't find anywhere else.


These reports include:


* A Social Security Maximization report which will provide you with customized Social Security collection options for your situation.


* A Fee & Drawdown Analysis report. This report will show you the historical drawdown risk in your portfolio as well as confirm the current level of internal fees you are paying in your investments.


* An IRA and 401(k) Tax Minimization Analysis. This report will provide you with tax reduction options related to your retirement accounts for your individual situation.


* A New Retirement Rules Income Sourcing Map. This report will illustrate your income plan throughout retirement, and how your income will be sourced.


* A New Retirement Rules Asset Allocation Map. This report will show you how to allocate assets to achieve your desired retirement income and diversification.


These reports are developed interactively during the class. 


Attendees who wish to take advantage of these reports will have a comprehensive retirement plan at the conclusion of the course.

Contact

Alpert Retirement Advising

101 West Big Beaver Road, 14th Floor, Troy, MI 48084

248-252-4844

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Alpert Retirement Advising is an Accredited Business by the Better Business Bureau and has an A+ rating.

Better Business Bureau: https://www.bbb.org/us/mi/troy/profile/retirement-planning-services/alpert-retirement-advising-0372-90042010


Advisory services offered through CoreCap Advisors, LLC, a registered investment advisor.

Alpert Retirement Advising and CoreCap are separate and unaffiliated companies.

Broker Check: https://adviserinfo.sec.gov/individual/summary/4543083


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