Courses Interest

Retirement Readiness

How do I determine how much I will spend in retirement?
How can I align my investments to meet my income needs in retirement?
Which accounts should I pull my income from in retirement, and in what order?
Will I pay taxes if I convert money from an IRA to a Roth IRA?
How are Social Security benefits taxed?
What Social Security coordination strategies would make sense to use for me and my spouse?
What are my investment options?
How do I best plan for health care expenses in retirement?
What are some affordable long-term care solutions?
What core estate planning documents should I have in place?

When will benefits begin & how does age affect the amount received?
How can you minimize taxes paid on benefits?
Learn the five important factors to consider when deciding when best to apply for benefits.
How does your current employment affect benefits?
Understand how spousal, survivor, & divorced-spouse benefits work.
Learn what to do if you have other income from pensions or IRAs as well.
When does it make sense to delay benefits – and when does it not?
How can the wrong Social Security selection decisions impact your life savings?
Can you fix your Social Security selection if you made a mistake?
Create a “do-it-yourself” personal pension.
How do cost-of-living adjustments (COLAs) impact benefits?

Stop worrying about what will happen & protect your legacy with proper planning.
Account for your family’s needs.
How much life insurance do I need?
When is the best time to plan your estate?
Maximize what you leave behind.