Protect Your Retirement: Proven Strategies for Minimizing Risks and Maximizing Income

As the market experiences renewed volatility, we break down essential strategies to protect your 401ks and 403bs from extreme downturns. Brad, a seasoned financial advisor, shares his 15 years of expertise and introduces you to the concept of asset protection and income planning. We invite you to understand the importance of a "don't lose money" strategy that can safeguard your financial future.

What if you could avoid the catastrophic "quadruple whammy" that could cripple your retirement? We tackle this pressing issue head-on by dissecting the sequence of returns risk, and we bring insights from luminaries like Dr. David Blanchett, Dr. Wade Pfau, Dr. Michael Finca, and Tom Hegna. This chapter is packed with actionable advice to ensure your retirement plan stands resilient for 30 years or more. Brad’s book, "Bulletproof the Safe and Secure Retirement Income Plan," and various online resources are also highlighted as tools to fortify your retirement strategy.

Taxes could be your biggest retirement risk, even surpassing market volatility or healthcare costs. Discover why proactive tax planning is imperative to prevent unexpected financial burdens. We explore how the Modified Adjusted Gross Income (MAGI) impacts Medicare premiums and why understanding this could save you substantial amounts. Learn the advantages of annuities and Roth IRAs, and wrap up with economist Tom Hegna's insights on securing guaranteed lifetime income. Don't miss this opportunity for a complimentary consultation to tailor a secure, tax-efficient retirement plan.

Send us a text