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Advanced Retirement Planning

Camarda Wealth Advisory Group
Retirement Planning

Please have a look at my Advanced Retirement Planning Video Class. Designed for investors with $500K+, we think we’ve delivered  some very advanced-level education in a fun, understandable format that provides actionable steps to supercharge your wealth.

If you’ve got a million or more in IRA and a little worried about running out of money in retirement, you’re not alone.  The No. 1 fear of those in and preparing for retirement is outliving their assets. You should probably be a lot more worried.  Planning to have enough income for a nice retirement is lots more complicated than most investors – and advisors! – appreciate.  I should know, I have a PhD in Financial and Retirement planning, and a Master’s in Tax Law from Georgetown. I’ve put together a short class on avoiding fatal retirement planning mistakes, and side-stepping big risks like inflation, mounting government debt and big tax hikes on wealth holders being chased by a massively-funded IRS bent on “enforcement”.  You may not know it, but 86% of ALL federal taxes comes from the top 50% of families – not big corporations. Your retirement wealth is low hanging fruit for a hungry government, and I’d like to teach you how to protect it from taxes and other dangers.

This retirement income and protection webinar offers PhD-grade insight on:

  • What the Pending Implosion of Social Security & Medicare Means for You
  • Side-Stepping the Danger of Federal Debt Soon to be Double WWII Record
  • How to Protect Your Wealth from Massive Tax Increases & Mega-Funded IRS
  • Defense Strategies Against the New Inflation Draining Your Retirement
  • Retirement Age Stock Market Risks & Proactive Portfolio Risk Control
  • How to Avoid Trusting the Wrong Advisor with Your Retirement Security
  • Good & Bad Sources of Retirement Income
  • Acid Tests- Are You Running Out of Money and Don’t Even Know It?
  • What a Quality Retirement Plan Looks Like & Why You Probably Don’t Have One Now
  • How to Avoid Leaving Your SURVIVING SPOUSE Out in the Cold

If You’re An IRA/401(k) Investor In Or Near Retirement With $500K To Much More, I Urge You To Watch My FREE Retirement Class. The Risks Of Running Out Of Money Haven’t Been This Fierce In A Generation. Especially important if:

  • You’re Worried About A Crimped Retirement & Outliving Your Money
  • You Fear You Could You Be making Dangerous Retirement Blunders?
  • You Suspect You Could be Running Out Of Retirement Money And Don’t Even Know It

The Risks To Your Dream Retirement Are Many. Inflation, Tax Hikes, Exploding Government Debt, And A Stock Market That Could Be On The Edge Of A Major Crash….. Plus Bankrupted Social Security And Medicare That Probably Mean Higher Taxes And Less Benefits For You.  So Please, Get The Wealth Ed You Need To Avoid Running Out Of Money!  With My Ph.D. In Retirement And Financial Planning And A Master’s In Tax Law From Georgetown, Let Me Be Your Dr. Wealth To Check Up On Your Retirement Health! The Class Is Free, And Loaded With Tips And Offers To Help Supercharge Your Wealth And Retirement Lifestyle.  Just Click Now For Free Access To This Exclusive Class!


Footnote: The No. 1 fear of those in and preparing for retirement is outliving their assets. *Based on a poll of 401(k) participants by Cerulli Associates, a provider of research, analytics and consulting to financial services firms and 2023 Barron’s report, “Running Out of Money Is the Top Retirement Worry”. 

Disclosure: The above content was prepared by a third party and provided to you by Camarda Wealth Advisory Group (“CWAG”) for educational and/or informational purposes only. Third party content providers may include unaffiliated individuals/entities or affiliated individuals/entities, including Dr. Jeff Camarda, The Wealth Doctor, TaxMaster™, and Family Wealth Education Institute (“FWEI”).  Camarda does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Camarda.com website or incorporated herein, and takes no responsibility therefor. You may receive offers from affiliated entities by engaging with their content or clicking into the websites of affiliates. You are not obligated to accept the offers or services or engage with any of our affiliated professionals or entities.

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by CWAG), or any non-investment related strategy, structure, or technique, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized legal, accounting, tax, insurance, or investment advice. To the extent that a reader/viewer has any questions regarding the individual applicability of any specific issue or topic discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as legal or accounting advice.

Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG in writing if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

IMPORTANT  BLOG DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Camarda Wealth Advisory Group -“CWAG”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from CWAG.  Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of CWAG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: CWAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CWAG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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