Description

In this class we will discuss the steps to take to survive and thrive now that the government has changed the rules. You will learn:

  • What history tells us about major economic disruptions and what happens in the wake of those changes
  • How to use the “Sunset” provision of the Jobs and Tax Act to lock in a tax shelter for the rest of your life
  • The most important trends to watch as a retiree—especially now that there are new rules
  • What the stock market can foretell about future values as we ride out unprecedented volatility
  • Steps to take to take advantage of the new interest rate mentality—before it changes!
  • How to lock in safe money rates at 5.00% or higher—and still earn over 5% when rates go back down in a year or two
  • Why December 2025 is such an important date—and what to do before then