Retirement Income and Tax Planning

This set of classes includes Taxes in Retirement and Retirement Income Planning. Taxes in Retirement will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during our seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money. Retirement income planning will help you make the right decisions about how to generate a steady income stream in retirement. The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments and retirement plans. you will want to help protect your income and assets from unforeseen events. Fortunately, there are sound ways to help stretch your retirement income. At this information seminar, you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decision. The workbook was prepared especially for this class and contains information you will want to remember.

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