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Retirement, Tax and Estate Planning Online Live


An active and engaging class for individuals within 5 years of retirement or who have retired within the last 3 years. 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 Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.
Course ID/# : 2587/SPGF3650
Fee: $59.00

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