1:06: Who we are at The Clark Group Asset Management
5:04: retirement planning (401k Options, RMDs, and Taxes)
18:40: SECURE Act and Distributions for Beneficiaries
24:11: Roth Conversions and Contributions
28:38: Net Unrealized Appreciation (NUA) on Employer Stock
31:02: The Clark Group’s Process
33:41: Asset Allocation
38:08: Investment Methodologies to Mitigate Risk (Tactical, Buy & Hold, Fixed Income)
49:20: Rebalancing Retirement Assets
53:03: Social Security Strategies
1:02:39: Long-Term Care and Estate Planning

Are you planning on retiring within 3-5 years? Are you young, but want more details on what elements are crucial within retirement? Are you worried about how taxes may impact your retirement plan? Are you curious as to how to maximize social security benefits for you and your spouse? Do you want a better understanding of your 401k and the options available to you at or near retirement? Are you interested in learning about investment strategies that can help mitigate risk and help you meet your long-term goals?

We will cover all of these questions and more during the presentation.

The Clark Group Asset Management is a Registered Investment Advisory (RIA) firm located in Orange County, with over 70 years of combined investment experience. We work primarily with aerospace & defense executives, small businesses, and high-net-worth individuals and families. Our goal is to help these groups plan for retirement, as well as design customized investment portfolios based on their life goals and risk tolerance.

Disclosure:The information provided in this video does not, and is not intended to constitute legal or financial advice. The information, content, and materials available in this video are for general informational and educational purposes only. The information contained in this video may not constitute the most up-to-date information available and viewers should not rely on the information as suitable for their individual circumstances. The views expressed within the video are those of the individuals and do not constitute the opinions of the host. The content in this video is provided “as is” and no representations are made that the content is error-free. For more important disclosures, please visit: clarkgroupam.com/disclosure

#rothconversion #NUA #estateplanning #retirementinvesting #retirementplanning…(read more)

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The Clark Group: retirement planning Webinar September 2023

retirement planning can be a complex and daunting task, but thanks to The Clark Group, individuals can receive expert guidance and assistance to navigate this important phase of life. As one of the leading financial consultancy firms in the industry, The Clark Group has been helping individuals and families achieve their retirement goals for over a decade. Their commitment to providing comprehensive and personalized solutions has earned them a stellar reputation in the field.

In line with their dedication to education and empowerment, The Clark Group is excited to announce their upcoming retirement planning Webinar in September 2023. This webinar aims to equip participants with the knowledge and tools necessary to make informed decisions about their retirement savings, investments, and overall financial well-being.

The webinar will feature a team of highly experienced financial advisors from The Clark Group, who will share their expertise and insights on a wide range of retirement planning topics. From understanding different retirement account options to optimizing Social Security benefits, participants will gain valuable knowledge that can positively impact their financial future.

One of the webinar’s primary focuses will be on retirement income strategies. The Clark Group understands that ensuring a steady and reliable income during retirement is crucial for maintaining a comfortable lifestyle. Therefore, they will delve into the various approaches to generating retirement income, including investment vehicles, annuities, and more. Attendees will have the opportunity to learn about different strategies and determine which ones align with their specific goals and risk tolerance.

Additionally, the webinar will touch upon tax-efficient retirement planning techniques. The Clark Group recognizes that taxes can significantly impact retirement savings and income. Therefore, they will impart strategies that can help participants minimize their tax burden and maximize their after-tax income during retirement. From Roth conversions to strategic withdrawal strategies, attendees will gain a deeper understanding of how to make their retirement savings work in their favor from a tax perspective.

Another key component of the webinar will be retirement healthcare planning. The rising costs of healthcare can pose a significant challenge for retirees. The Clark Group will address this concern by providing guidance on securing adequate health insurance coverage, exploring Medicare options, and budgeting for healthcare expenses in retirement. By addressing healthcare considerations proactively, participants can potentially mitigate future financial surprises and ensure a more secure retirement.

As The Clark Group’s retirement planning Webinar is designed to be interactive and engaging, participants will have the opportunity to ask questions and participate in live polls. They will also receive valuable resources and tools that can assist them in implementing the strategies discussed during the webinar. The Clark Group’s commitment to ongoing support and education ensures that attendees will have the necessary resources to continue their retirement planning journey long after the webinar concludes.

Whether you are approaching retirement or have already entered this phase of life, The Clark Group’s retirement planning Webinar in September 2023 is a valuable opportunity to enhance your financial literacy and make informed decisions about your retirement. By leveraging the knowledge and expertise of The Clark Group’s advisors, participants can gain confidence in their retirement plans and pave the way for a financially secure future. Don’t miss out on this chance to learn from industry experts – register for The Clark Group’s retirement planning Webinar today!