An active and engaging class for individuals within 5 years of Retirement or who have recently retired. This class will focus on information needed in order to make important and lasting decisions for living your best financial life in Retirement, including:
- How to make the right pension decision
- Different strategies for taking Social Security
- How to maximize retirement income
- Tax-free retirement income strategies
- Advanced Roth IRA strategies-even if you are already retired!
- 401k advantages and disadvantages in retirement
- Estate Planning documents to be updated in retirement
- How to keep your financial affairs private and avoid probate
- Basics of Revocable Living Trusts
- Dynasty Trusts-not just for the wealthy!
- Asset protection
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