Your Invitation to AAII’s NEW Income Investing Seminar

Dear Friend,

Just a quick reminder that we still have space left for those interested in enrolling in AAII's new six-week Income Investing Seminar, which I’ll be leading starting in the first week of June.

Plus, we still have our Special $199 Memorial Day Weekend Sale active through tonight at midnight Central Time. 

If you want to join our live learning group, kindly claim your personal invitation by clicking below.

When you purchase AAII’s online Income Investing Seminar for only $199, you’ll get: 

• Six live weekly sessions, available on demand immediately after each session concludes
• Expert guidance from AAII
• Clear strategies for how to build and generate reliable income in retirement
• Lifetime access to seminar recordings
• Live Q&A and downloadable resources
• Limited enrollment for a more personalized experience

We genuinely believe that when you have a clear plan for generating reliable income presented in a way that’s easy to understand and act on, it changes everything.

Our Income Investing Seminar is designed to help you build an income portfolio, evaluate its assets, understand the associated risks and then move forward with purpose.

 Your Full Seminar Agenda

• Session 1 — Building an Income Portfolio (Build the right foundation by sizing your income gap and structuring your portfolio to fill it.)
• Session 2 — Dividend Investing (Learn to evaluate dividend safety, spot warning signs of a cut and invest for income that grows.)
• Session 3 — Bonds & Bond ETFs (Understand how bonds actually work, what 2022 revealed and how to own them the right way.)
• Session 4 — Cash Plus Income Diversifiers (Discover what's really hiding inside the REITs, preferred stocks and cash positions you already own.)
• Session 5 — Taxes on Investment Income (Keep more of what you earn through smarter asset location, Roth timing and Medicare IRMAA management.)
• Session 6 — Live Q&A With Charles Rotblut, CFA (Bring your toughest questions and get direct answers from the instructor.)

All sessions are recorded and available on demand immediately after each live session ends — with lifetime access to every recording and downloadable material included with your enrollment.

Master Income Investing in 6 Weeks

I want to help you master income investing in just six weeks by covering everything from structuring your portfolio around what you actually need to spend and stress-testing every income source you own to understanding the real risks hiding inside investments most people consider safe and making the tax decisions that determine how much of your income you actually keep.

Most investors know that avoiding common income investing mistakes can protect years of hard-earned progress — but few realize how much opportunity exists when you know exactly how to size your income gap, identify a dividend cut before it’s announced, structure your bonds to survive a rate spike, right-size the REITs and preferred stocks you already own, and time your Roth conversions and asset location decisions to keep the IRS from taking more than its share.

The six-week seminar structure allows time to explore topics in depth, with case studies demonstrating how strategies can be applied. Rather than glossing over key concepts, I’ll explain them in a manner that helps investors make informed decisions.

I’d love for you to be part of our new seminar starting next week. I’m excited for us to roll up our sleeves and get into the real-world details of income investing.

Feel free to reply to this email with any questions. I truly hope you get to enroll before our $199 Memorial Day Weekend Sale expires tonight.

With your investing success in mind, 

Charles Rotblut, CFA
Vice President and AAII Journal Editor, AAII

P.S. Your special invitation to our six-week seminar expires tonight at midnight Central Time. Please don’t forward this offer.

Disclaimer: This seminar provides educational information about income investing including tax planning strategies. It does not constitute personalized tax and retirement income advice. Consult a qualified professional for guidance specific to your situation.