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DTSTART;TZID=America/Los_Angeles:20261117T183000
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DTSTAMP:20261027T112832Z
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UID:87-1794940200-1794945600@laafe.org
SUMMARY:LAAFE at Pepperdine Graziadio Business School
DESCRIPTION: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. \nTopics Covered\nA practical\, plain-language look at the decisions that shape a confident retirement. \n\nRetirement Spending\nIncome Planning\nTaxes & Roth Conversions\nSocial Security\nInvestments\nMedicare & Healthcare\nLong-Term Care\nEstate Planning\n\nQuestions This Course Answers\nBring your questions — here are some of the topics we’ll work through together. \n\nHow do I determine how much I will spend in retirement?\nHow can I align my investments to meet my income needs in retirement?\nWhich accounts should I pull my income from in retirement\, and in what order?\nWill I pay taxes if I convert money from an IRA to a Roth IRA?\nHow are Social Security benefits taxed?\nWhat Social Security coordination strategies would make sense to use for me and my spouse?\nWhat are my investment options?\nHow do I best plan for health care expenses in retirement?\nWhat are some affordable long-term care solutions?\nWhat core estate planning documents should I have in place?\n\nThis workshop is for general educational purposes only and does not constitute individualized investment\, tax or legal advice.
URL:https://laafe.org/event/laafe-at-pepperdine-graziadio-business-school/
LOCATION:Pepperdine Graziadio Business School – West LA Campus\, 6100 Center Drive\, Los Angeles\, CA\, 90045\, United States
CATEGORIES:Workshop
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