Retirement Income Reality - Bob Moore LPL Financial Advisor

Go Cubs Go!

Lots of fun coaching this group to winning the Tee ball World Series 😉

👨🏻‍🏫 Taxes & Retirement 101 👨🏻‍🏫

Not only did we cover a lot. We had a lot of great questions and open dialogue. Providing valuable information looking over case studies and tax efficient strategies.

Here’s a highlight of what we covered:

🎯US economy & projected taxes
🎯Market and interest rate risk
🎯Social Security tax calculation
🎯Rothification strategies and timing
🎯Income distribution planning
🎯Increasing probability of investment portfolio success

And we just scratched the surface 🌊

Next ➡️ Retirement Income Analysis & Financial Planning via WealthVision👨🏼‍💻

📷 Photo credit Nicole Steils

Retirement Income Reality - Bob Moore LPL Financial Advisor - Retirement Income Reality -
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