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?
SOCIAL SECURITY MAXIMIZATION
- When will benefits begin & how does age affect 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?
TAXES IN RETIREMENT
- Learn how NEW tax legislation could affect your retirement income.
- Understand the “Real” tax system.
- Understand the tax implications of RMDs.
- Understand how to reduce taxation of your Social Security benefits.
- Determine which account(s) to begin withdrawals for retirement income.
- Create your own tax-efficient retirement strategy.
Upcoming Course Dates:
Tuesday, March 12th at 6:30pmorSaturday, March 16th at 9amat Pepperdine University – West LAAddress:6100 Center Drive
Los Angeles, CA 90045
Ready To Chat With Us?
Leave your details and one of our associates will contact you!
