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About the Class

Bootcamp for Retirement Income is a course for early retirees, as well as those people who are approaching retirement, with strategies to increase income in retirement without running out of money. We emphasize a safety-first approach to retirement income rather than a probability-based retirement approach. 

This course is not designed to:

  • Provide stock tips or investment strategies designed to "beat the Market"
  • Help retirees to build a larger nest egg
  • Obtain the highest rate of return on your money
  • Follow conventional wisdom that served well during the accumulation phase of life
  • Promote specific products like an infomercial

On the other hand, this course is designed to provide participants with the tools to:

  • Provide income that keeps pace with inflation and enables you to maintain your standard of living in your later years
  • Increase the amount of income you can enjoy during the next 30+ years of retirement
  • Spend your grandkids' money and still leave it to them tax-free when you die

As a result of this eight-session course, you should be able to:

  • Understand the difference between investing for retirement & investing in retirement
  • Determine when is the ideal time for you to retire
  • Estimate how much income you can enjoy without running out of money
  • Evaluate the impact of various unexpected events like market losses, the premature death of a spouse, long term care expenses on the success of your outcomes
  • Judge if your current course will get you to your destination safely
  • Identify specific tax, investment & distribution strategies to increase your retirement income 
  • Whether any storm the market throws at you
  • Learn how to "squeeze more juice out of the lemon" when it comes to lifetime income
  • Create a roadmap for your own retirement
  • Sleep at night

Author

Neal Angel, MBA, Financial Advisor

Financial Advisor specializing in strategies for creating safe, sustainable retirement income
Mr Angel specializes in advising boomers, both retired & approaching retirement, with strategies for preserving their retirement savings while increasing their net income & leaving a financial legacy for their family & community. He enjoys showing families how to take advantage of established rules, along with ongoing changes in the law, to...

School

Neal Angel, MBA, Financial Advisor's School

Requirements

  • You should have a basic knowledge of investment tools and strategies as a starting place.
  • You should also have an idea of your desired income during retirement, as well as sufficient retirement savings to meet your needs.
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What's Included

Language: English
Level: Intermediate
Skills: Tax Strategies, Investment Strategies, Income Plan, Retirement, Estate Planning, Planning Strategies, Retirement Income
Age groups: 55-64 years, 65-74 years
Duration: 7 hours 38 minutes
8 Videos
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