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Tax-Free Retirement and Long Term Care

ID : 40345   
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In an easy-to-understand format, the instructor teaches students Tax-Free and Tax-Advantaged Strategies for middle America. This class is designed for retirees and pre-retirees with retirement accounts like 401k’s and IRA’s that believe taxes will be higher in the future.  

Additionally, the instructor will give information on the basics of Traditional Long-Term Care and Alternative Long Term Care Strategies.
  • Tax-Free strategies for Retirement Income
  • Tax Diversification Planning-THE TAX MATRIX
  • ROTH IRA rules and strategies-What you need to know for Retirement
  • Using Charitable Trusts for Retirement Income and Charitable Benefits
  • Traditional Long-Term Care
  • What is the Georgia Partnership Plan
  • Alternative Long Term Care strategies

Class Details

2 Session(s)
Weekly - Tue, Thu

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
10/4/2022 - 10/6/2022 Weekly - Tue, Thu 09:30 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom