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virus market volatility
In this week’s Hidden Wealth Review, I teach that coronavirus market volatility is going to be here for a while. Here’s the current triple threat to retirement:
- Uncertainty of the impact of the presidential election.
- Uncertainty over the control of the Senate and the coming stimulus.
- Coronavirus market volatility.
The good news is that there are things that you can do to protect yourself from the downside of the market and to increase the upside gains of your serious retirement savings. Just last week we worked with a client in Arizona. He was astonished to learn that he could reduce his risk by half, while increasing his return by double. While we don’t always see results this dramatic, we consistently see the ability to mitigate risk while increasing returns. This Institutional Portfolio Money Management solution is just one of the things I will be teaching about this coming Tuesday in my Wealth Protection Webinar.
I’ll also be teaching how to have upside market gains with no downside market losses. This solution features what’s known as no sequencing of return risk. For example, if you take a 33% loss on the market, you would need a 50% increase just to get back to even. Learn how you can have more retirement income and tax efficiency.
John and Susan, our clients from Orlando, were able to re-engineer their retirement to avoid unnecessary taxes, increase their return and cut their risk.
John and Susan are both in their sixties and they are both retiring now. Like many Baby Boomers, they were concerned about taxes and market risk. They shared that they were not taking a lot of risk but were averaging “good” returns. Over the last 20 years, their return average was under 5%.
They nearly missed a major tax savings window for which they were qualified. This tax savings opportunity allowed them to take a 100% tax deduction that zeroed out the tax on their Roth conversion. They converted $100,000 to a Roth and the conversion tax offset saved them $22,000 in unnecessary taxes!
John and Susan also learned about indexing which doesn’t limit their gains but removes any exposure to downside market losses. This unique strategy has returned just under 10% in the last 10 years with no risk of market losses! They are now projected to generate five times more savings than they would have received on the road on which they were previously traveling. Now they have less stress, less worry and they are in control. They have removed the threat of higher taxes from Required Minimum Distributions (RMDs) and the risk of inheritance tax to their adult children.
This coming Tuesday, at my Wealth Protection Webinar, I’ll be teaching how you can reduce your risk, increase your returns and avoid unnecessary taxes. This no-cost, no-obligation educational event will also teach you how you can be in control and dictate the risk level of the money that you have in the market without limiting your upside opportunity. Learn how to get the IRS out of your IRAs and how insulate your serious retirement income from Uncle Sam. The opportune time to protect yourself is now and the need may never be greater.
Our proven solutions have a track record of measurable results. These solutions best support those who have saved $500,000 or more or those who have a net worth of $1 million or more.
To register, follow these four simple steps:
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check.
- Click “Reserve My Spot!” to submit, that’s it!
Once you’ve registered, you’ll receive an email containing a personal access link to join Wednesday’s event. Don’t forget to add it to your calendar!
You’ve worked hard for your money. Imagine, more financial success, less worry and more time with family. Learn how you can have safety and security for your retirement savings.
Register for your preferred webinar time now because these events have proven to fill up fast. Those who attend this event will receive a complimentary copy of my latest eBook, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.
Spouses and Significant Others are Encouraged to Attend This Event Together
Note: We serve Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as have been doing for over 20 years. Our online meetings are private, the access is restricted and we never share our meeting link with anyone who’s not a part of the meeting.
Wealth Strategist | Best-Selling Author
We help Baby Boomers and Retirees thrive in retirement through a clear retirement road map that provides market correction and tax protection to optimize income and assets!