GET THE HELP YOU NEED FROM A 24-YEAR RETIREMENT PLANNING AUTHORITY
Work with Anthony Saccaro to help with choosing the right financial advisor, the ins-and-outs of social security, the niches of estate planning, and other topics. Anthony shines much-needed light onto common questions all retirees face. For all HR professionals looking to guide their future retirees, Anthony Saccaro is a trusted resource and will come to you to educate your team.Â
INVITE ANTHONY SACCARO TO EDUCATE YOUR RETIREES
In a relatable, non-judgemental style that welcomes audiences of all starting points, Anthony’s financial planning insights highlight the specific tools that aspiring retirees have always had at their disposal, but never knew enough about to act on.Â
The days of the unknown are over. Anthony dispenses invaluable financial knowledge that can help all people gain better control over their finances and look towards their future with confidence. Anthony’s programs are perfect for both companies and individual clients. If you are looking to retire or have a team of employees nearing retirement, Anthony is a trusted resource. Reach out today to schedule a time for Anthony to ensure your retirees are set up for success.
His speaking topics include:
- Your current investments
- How to keep your money safe while earning more interest than your bank
- Rolling over your 401(k)
- Maximizing your IRA
- Roth IRAs
- Whether a Roth IRA conversion is right for you
- Reducing the taxes on your investments
- Whether you have enough money to retire or maintain your standard of living
- Avoiding probate through the use of a living trust
- Giving to charities
- Setting up a college fund for your children of grandchildren
- When to begin taking Social Security income
- Whether you should select a Medicare Advantage plan
- How to qualify for Medi-Cal
- Using a reverse mortgage to supplement your retirementÂ
- Maximizing what your heirs will receive
- Financial mistakes you aren’t even aware you’re making
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