Event Detail

This course will discuss in detail the
many risks we all face while preparing
and living in retirement and strategies
to mitigate those risks. You will have
an opportunity to get answers to your
questions. How will taxes and possible
higher taxes impact my retirement
plan? When should I take Social
Security? What should I do if I do not
have a pension? How will Required
Minimum Distributions at age 70 ½
impact taxes and my plan? Should I
consider doing Roth Conversions now
by moving Tax-Deferred assets (IRA’s,
401ks, 403b, etc.) into Tax-Free investments
by paying taxes now. How
will I keep up with inflation? How will
longevity impact my plan? Will I outlive
my money? How can I reduce volatility
in my investments? What investment
accounts should I take distributions
from and in what order? What will
long-term care do to my assets & income?
How do I transfer assets to my
beneficiaries? B-FI04.1 Dickinson LLC $25
# Sessions-2 Day-Th, 11/7-11/14
6:30 PM-9:30 PM Banna, Jamison