Alpert Retirement Advising
Alpert Retirement Advising

New Retirement Rules

New Retirement Rules New Retirement Rules New Retirement Rules

An Educational Course for Adults Aged 59 to 73

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 59 to 73

CLICK HERE TO REGISTER FOR A CLASS

DISCOVER:

How to reduce or even eliminate the required minimum distributions on your IRA, 401(k) or other retirement account potentially saving you thousands in taxes

How to set up your estate plan to divorce-protect, creditor-protect and estate tax-protect the assets you leave to your heirs

How the IRS Code may allow you to reduce the tax liability on your retirement account by 20% to 80%

How to incorporate distribution strategies into your income planning to potentially avoid being a victim in an investment bust cycle

How to develop a tax-efficient spending plan for your retirement years to possibly reduce your taxes by tens of thousands of dollars

How to protect your assets from a long-term care expense with no out-of-pocket premium cost

MEET JOSH

The class instructor is Josh Alpert.


Mr. Alpert 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 "Retirement Rules For Today's Economy", along with a class workbook, and a series of proprietary essential reports that you won't find anywhere else.


These reports include:


* A Social Security Maximization Report. This report will provide you with your customized Social Security collection options.


* 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 Analysis. This report will show you potential tax savings strategies to consider for your IRA and 401(k) holdings.


* A New Retirement Rules Income Sourcing Map. This report will illustrate retirement income sources and options for you.


* A New Retirement Rules Asset Allocation Map. This report will illustrate your asset allocation options for maximizing your results.


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

248-890-6378

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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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