Retirement
Income Toolkit
Wondering how you will fund your retirement years?
Learn about the retirement income tools available at your fingertips.
Reduce Stress
If you feel fear or worry about your retirement, you're not alone.
Some of the biggest stressors on adults include job change or loss, increased financial obligations, and health issues. When planning for your retirement years, all of those factors can come into play, which can in turn bring stress.
This video series will help you create your retirement income toolkit and gain the strategies necessary for reaching your retirement goals. Because your retirement years should be your best years yet, not your most stressful ones.
It’s Time To Invite Peace Into Your Retirement Plan.
Step into your retirement years with confidence.
INTRODUCING...
YOUR RETIREMENT
INCOME
TOOLKIT
BUILD YOUR RETIREMENT INCOME TOOLKIT AND HELP PUT YOUR MIND AT EASE.
Focusing on aspects of our retirement that might be out of our control, like market volatility or health concerns, can bring so much stress to our lives. But focusing on aspects of our retirement that are within our control can build confidence and bring peace of mind.
Join managing partner, Sherwood Greer, CFP®, RICP®, in his video series where you'll learn practical ways to build your retirement income toolkit and make your retirement income work for you!
Click below to start the free video series.
I want to build my retirement income toolkit!
VIDEO ONE: INTRODUCTION
In this first video, Greer gives an overview of key ages in planning your retirement income, the tax implications of various retirement income options, and the income tools available to you.
VIDEO TWO: ORDINARY INCOME
In this video, Greer starts with the basic building block of "ordinary income." He explains types of ordinary income and how to make adjustments to best benefit you and your financial goals.
VIDEO THREE: TAXABLE INCOME
In this video, Greer focuses in on "taxable income." He looks at 3 areas of income: Qualified Income, Capital Gains, and Section 199A Income. He then explains how these types of income are taxed differently.
VIDEO FOUR: SOCIAL SECURITY
In this video, Greer focuses on "Social Security." He explains one of the most costly mistakes people can make when claiming Social Security. You don't want to miss this!
VIDEO FIVE: HUMAN CAPITAL
In this video, Greer focuses your "Human Capital." He explains the concept of a step-down retirement and how your human capital could benefit your retirement income.
VIDEO SIX: HOME EQUITY
In this video, Greer focuses on your "Home Equity." He explains the concept of equity and how you could tap into that equity to possibly benefit your retirement income.
VIDEO SEVEN: TAX FREE ASSET LOCATION
In this video, Greer focuses your "Tax Free Asset Location" options. He focuses on Roth IRA & 401(k) and Life Insurance Loans as options that might benefit your retirement income.
Conference Call with Sherwood
After watching the video series, you'll have the opportunity to schedule a complimentary, 30-minute conference call with managing partner, Sherwood Greer. In that call, he will create your tax map, Social Security Claiming report, review your life insurance policy, and help you think of next steps for creating YOUR retirement income toolkit.
Tax Map
Social Security
Claiming Report
Life Insurance
Policy Review
Helping You Plan Your Retirement.
We're Joe Vartanian and Sherwood Greer, managing partners at Gate City Advisors. We've been in the business together for over 20 years which means we've seen the market go up and down and everything in-between.
Together with our team, we're here to help you plan for your retirement because we want you to step into your retirement years with purpose.
Join us in creating your Retirement Income Toolkit and take charge of your retirement years.
Read More About Sherwood and JoeAre my retirement results guaranteed?
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