LAAFE at Pepperdine Graziadio Business School
November 17 @ 6:30 pm – 8:00 pm
If you are near or in retirement, this course will equip you with tools to implement in your retirement planning. Whether your questions are about Social Security, taxes, investments, Medicare or estate planning, this course covers it all.
Topics Covered
A practical, plain-language look at the decisions that shape a confident retirement.
- Retirement Spending
- Income Planning
- Taxes & Roth Conversions
- Social Security
- Investments
- Medicare & Healthcare
- Long-Term Care
- Estate Planning
Questions This Course Answers
Bring your questions — here are some of the topics we’ll work through together.
- 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?
This workshop is for general educational purposes only and does not constitute individualized investment, tax or legal advice.