Скачать или смотреть How to avoid a tax ambush with Bob Carlson “America’s #1 retirement expert”

Talking Points:

• Now that we're halfway through 2023, how do you feel about the retirement landscape?
• Would you say investment returns in the 2020s are below their long-term averages?
• How do you feel about current interest rates?
• how would you advise retirees look for opportunity in this volatile market?
• Many retirees are depending heavily on Social Security and Medicare. What's your advice to them?
• What strategies do you recommend to retirees to create guaranteed lifetime income?
• How can retirees avoid retirement tax “ambushes”?
• Your book discusses how to maximize your most valuable assets, such as home equity, can you elaborate?
• Many retirees fail to plan for long-term care and end of life security. What's your advice on that subject?
• What should people generally be aware of right now if they want to retire in the next five years?
• What are some basic steps that anyone could take right now to prepare well for retirement now, whether they’re of the age to retire or simply thinking ahead?
• What advice would you give to young people who know they should be thinking about this now, but aren’t sure what smart planning looks like for them?