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Retirement, Tax and Estate Planning

ID : 42677   
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An active and engaging class for individuals within 3 to 5 years of retirement or who have recently retired. This class will focus on information needed 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 and Tax-Advantaged 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
  • And more…
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Class Details

3 Session(s)
Weekly - Tue

Location
KSU Center

Instructor
Nic Yeomans 

Fee: 

$59.00

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
3/4/2025 - 3/18/2025 Weekly - Tue 10:00 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom

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