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
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