Phoenix Retirement Webinars

On-Demand Retirement Planning Webinars


401(k) Rollovers

No matter what your age or stage of life, it’s not too late to start saving. While 401(k)s are the most common way to save for retirement, there are additional ways to help provide financial security for your future. Watch to discover additional ways to save and how to maximize your savings strategy depending on your stage of life.

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How To Retire

You’ve worked hard to save for retirement. And even if it may seem like a difficult time to think about retiring, it may be more important than ever to have a clear plan for how you’ll use your funds effectively so you can feel secure in retirement. Watch to learn four investing steps you can take now to help set yourself up for success in retirement. 

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Roth IRA Conversions

Converting your traditional IRA into a Roth IRA is an important step in order to reduce or eliminate taxes in retirement.  This is a challenging level of retirement income planning.  Work with our fiduciary and our CPA to determine the ideal amount to convert each year. ​We’ll show you the big advantages in this short webinar.


RMD Planning

You may not think this is irrelevant to you because of your young age but RMDs can be the difference between paying taxes in retirement or not.  An RMD is a distribution you are required to take from your IRA when you achieve a certain age. Proper planning starting today can eliminate your RMDs in the future and help you achieve a tax-free retirement.

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Understanding Annuities

This webinar will address types of annuities, decoding annuity statements, and what to do with an annuity if you choose not to annuitize. We break down how annuities work, annuity types, downsides, and alternatives to consider. Learn the pros and cons of annuities, and why an annuity may or may not be a good investment for you.

We can SHOW you how to use a Roth IRA, along with other retirement vehicles, to maximize your retirement plans. Achieving a tax-free retirement is possible, it just take a little time and a lot of planning.