Tuesday January 17, 2012 5:30 to 6:30 & Tuesday January 24, 2012 10:30 to 11:30 - Investing for Income... Without Sharks!
Tom Roberts, CFP®, discusses how to obtain income and avoid financial sharks. Optimizing income from your investments is very different from building your next egg. When building up your savings you have more room for error, and market downdrafts do not have as much impact. When withdrawing income, managing investment and market risk is critical. We will discuss how to identify and plan for these risks.
There are a number of investment strategies and "products" to help you deal with these risks. We will discuss the pros and cons of the most common products and how to make wise choices.
12b-1 401k Annuities Beneficiary CDS Conversion Dow Jones ETF ETN Estate Planning Europe Greece IRA Investments PIIGS Retirement Retirement Income Roth IRA Taxes VIX bank bond cash flow cost crisis debt diversify financial planning insurance investment investments mutual funds portfolio retirement return risk stock strategy tax volatility
Tom was quoted in the SmartMoney series Retire Here, Not There: Florida.Sarasota was one of communities chosen to be highlighted for the article. Sarasota was noted for its high concentration of cultural attractions, beaches and lower cost of living. Read the article here. |