Retirement Products: The Good, the Bad and the Ugly

Investing for retirement income today is harder than when I started 23 years ago. Bonds and CD rates are near historical lows and retirees are being bombarded with “alternative Investments”. It can be hard to distinguish the difference between good and bad retirement products.  Sign up for next week’s Berkeley event to make sure you have a proper strategy in place and a fiduciary on your side.  Specific topics for today include:

• Retirement product warnings
• Reverse mortgages
• QLAC’s- Qualified Lifetime Annuity Contract
• Indexed annuities
• New versions of long term care insurance
• Permanent life insurance
• Structured notes
• Maximizing social security income

 

 

Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry! 

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.