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The Changing World of Retirement Planning

Course Description

Come learn cutting-edge strategies that enable you to design and navigate your own safe and secure retirement. Discover the benefits of moving some your retirement funds from the forever taxed status to the never taxed status (Roth IRAs & Roth conversions). Take advantage of the new, lower tax rates for the next seven years. Learn multiple ways to create retirement income streams that an individual or couple simply cannot outlive (lifetime or forever paychecks), plus the benefits of using analytical tools that accurately access the "real risk" in your retirement portfolio. Other topics include: Social Security maximization, alternatives to traditional LTC insurance and estate planning.

Number of Seat(s) Available: There are 20 openings remaining at this time.

Dates:June 4-11, 2019
Meets:Tu from 6:00 PM to 9:00 PM, 2 sessions
Instructor:Sam Cook
Fee: $97.00Fee Breakdown