As our population gets closer to retirement, many investors are shocked and dismayed their retirement isn’t going to be exactly what they planned on years ago. In our Retirement Planning & Strategies™, we take a unique examination of exactly what you will need for retirement and what investements you are using to reach your retirement goals. We discuss the power of using your deferred tax (IRA’s, RSP’s, 401k’s, etc.) and tax free accounts (Roth IRA’s, Roth 401k’s) to achieve maximum growth for retirement while always keeping an eye on risk. You will learn how you can incorporate other investment products (real estate, tax liens, businesses, etc.) into your retirement accounts. And for those students who are currently behind in their retirement accounts, we teach power strategies like LEAP options and ETF portfolios to make up the difference. Take this opportunity to make sure your retirement turns out to be the retirement of your dreams.
Session #1-Building a comprehensive Retirement plan
- Retirement Planning Software
- Forming a budget/plan for contributions
- Maximizing your retirement accounts
- Retirement account restrictions/rules/contribution limits
Session #2-Using ETF’s vs. Mutual Funds
- ETF’s (Exchange Traded Funds)
- Building an ETF based portfolio
- Power ETF Portfolio strategies
- Selling calls
- Buying puts
Session #3-Real Estate in your retirement accounts and plan
- How Real Estate can be owned by your retirement accounts
- Choosing the right custodian
- Setting up an IRA LLC
- Buying Real Estate Rentals, Land, and Tax Liens
Session #4-Acceleration Strategies
- LEAP’s (Long-term Equity Anticipation Position Securities)
- How and when to use a LEAP option
- Calendar Spreads
- Withdrawing strategies for your retirement accounts
- Starting your kids retirement accounts early