THE CHANGING WORLD OF RETIREMENT PLANNING

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

 

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

 

Our retirement courses will resume once Universities are back open and it is safe to have group events.

In the meantime, you can watch our NEW WEBINAR while you're social distancing!

INDIANA WESLEYAN UNIVERSITY - LOUISVILLE

UNIVERSITY OF LOUISVILLE SHELBY CAMPUS

THE FLASHCUBE BUILDING

 

502-286-6300

9300 Shelbyville Road | Suite 1204
Louisville, KY 40222

©2020 by Financial Empowerment Academy.