LaunchBoss Blog

Friday, August 23, 2024

Tax Planning and Retirement: What Practitioners and Retirees Need to Know

There has never been a time in the history of America where tax planning has been so important for retirees as it is today. Due to our ever-increasing national debt and underfunded liabilities like Social Security and Medicare, retirees could face tax rates that are higher than we have seen in decades. In this webinar we will cover the various taxes your retiree clients will face and strategies you can use to help them reduce or eliminate these taxes. We will cover topics from the Income-Related Monthly Adjustment Amount (IRMAA) to provisional income and everything in between. Other topics include, but are not limited to, Net Investment Income Tax (NIIT), capital gains, state taxes, estate taxes. Roth accounts, and premium credits. If you are looking for a comprehensive class on the impact taxes will have on your retiree clients, this is the class for you.

Friday, August 23, 2024

Your Comprehensive Retirement Planning Toolbox: Estate Planning

Summer 2024

Tuesday, August 13, 2024

Getting Safely Through Retirement – Master Class PT. 1

The retirement landscape is changing; unfortunately, it isn’t for the better. Recent surveys show that death is no longer the biggest fear for most retirees. 68% of current retirees say their biggest fear is running out of money before they run out of retirement. Will you be one of them? This webinar will expose why so many retirees are struggling to maximize their retirement assets. It will also cover why traditional risk tolerance questionnaires don’t work in retirement due to additional risks you will face in retirement. To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).

Tuesday, August 13, 2024

Getting Safely Through Retirement – Master Class Pt. 2

Since the 1970’s most retirees have been using the traditional retirement plan as their primary model for retirement planning.  But unfortunately, this plan is often designed to benefit the advisors who sell them more than the clients who use them. In this webinar you will learn what tools you can use to better match your money with your retirement profile. You will learn about how the financial industry works and why current retirement planning may not be what is right for you. The webinar will conclude by helping you better understand how the new paradigm of retirement planning works and how you can take advantage of it to get safely through retirement.  To get the most benefit from this webinar, it is recommended that you be at least age 50 or older (spouses are encouraged to attend).

Friday, August 09, 2024

SATURDAY CLASS - Getting Safely Through Retirement – Master Class

The retirement landscape is changing, and many retirees now fear outliving their savings more than death itself. This webinar will explore why traditional retirement plans often fail to maximize retirement assets and benefit advisors more than clients. You will learn about modern tools and strategies to better match your money with your retirement profile, understand the financial industry's impact, and discover how to navigate new retirement planning paradigms for a secure future.