About the Course
You Will Discover How To:
Determine if you have enough money for retirement
Use the 3 basic types of retirement accounts to maximize cash flow in retirement
Evaluate the benefits fo a Roth Conversion
Maximize Social Security income
Reduce, or eliminate unwanted expenses or delays with estate planning
Understand if your portfolio is truly "diversified"
Avoid the three basic "pitfalls" of retirement distribution planning
Topics Covered
RETIRING IN THE NEW REALITY
Creating a retirement road map
Keys for transitioning to retirement
TAX RATE RISK
How taxes can affect your retirement cash flow
The “Catch 22” of 401(k)s and IRAs
RETIREMENT DISTRIBUTION PLANNING
How to accumulate money in the right types of accounts for retirement
The three basic types of retirement accounts
Long-Term Care Planning
Social Security maximization strategies
The real cost of Social Security taxation
MAXIMIZING SOCIAL SECURITY
Social Security maximization strategies
The real cost of Social Security taxation
PROTECTING AGAINST MARKET LOSS
The impact of dramatic market loss in retirement
How to guard your assets from stock market volatility
Upcoming Classes
Classes are back in session! The University is following all COVID guidelines including physical distancing, limiting capacity, sanitizing stations, and mask requirement indoors.
We can't wait to see you back in class. Please see the upcoming schedule below.
Indiana Wesleyan University - Louisville
University of Louisville - Founders Union
Indiana Wesleyan University - Indianapolis North Campus
