ADVANCED RETIREMENT PLANNING STRATEGIES

Retirement Needs

How much do you need for retirement? Can you retire today or in 5–10 years? How much should you save? What is the target rate of return needed to achieve your financial goals? Learn how to avoid nine common retirement planning mistakes. You’ll also discover several strategies for saving money on taxes for the current and future years.

Investments

Become more familiar with investing and learn how to avoid high-cost products and commissions. Explore stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Understand the pros and cons of annuities and other products available in the marketplace.

Insurance and Risk Management

Find out if insurance is necessary for you, and gain an understanding of how long-term care works and whether it can benefit your overall financial planning. Consider whether self-insurance is an option and which types of insurance are most recommended.

Estate Planning

Prepare for today and the future with estate planning techniques. Learn about current tax laws and strategies to minimize or eliminate tax burdens. Become familiar with estate and gift taxes, and discover ways to reduce taxes and fees at the time of your death.

Social Security

We will cover common Social Security strategies that can enhance your financial situation and provide more control and options in retirement. This includes strategies for singles, divorced individuals, married couples, and widows or widowers.

Tax Planning

Prepare for the tax changes that took effect in 2018. Learn how to identify loopholes and apply tax strategies to reduce your tax burden for the current and future years. Additionally, we cover:

  • Effective ways to donate to charity
  • Tax strategies with your 401K and retirement plans
  • Increase your tax free income in retirement
  • Roth Conversions
  • Tax deductions in volatile markets
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