Retirement is something everyone looks forward to their entire lives. After putting in 30, 40 even 50 years of hard work we want to reap the benefits of our efforts.
We want to make sure the money we have saved is invested properly, that we are maximizing Social Security and we are not paying too much in taxes.
What Will You Learn?
In our Retire Smart Education classes, you will learn strategies to protect the nest egg you have worked hard to build. Whether you have a Traditional IRA, 401(k), 403(b), Pension plan or other Qualified Retirement Plan this class can help you answer many of your questions.
*We use Qualified Financial Professionals to present each class
Just a few of the questions that will be answered are:
Learn to evaluate your own, current retirement situation.
As we all know, not everyone is created equal. The same goes for retirement accounts. You will learn information on how to maximize your own retirement situation.
Do you have enough money to retire?
This is the question that so many folks looking at retirement or are already retired ask. People do not want to outlive their retirement income. You will gain insight into tools and strategies to ensure you have income at every stage of retirement.
Learn the Distribution Rules for your retirement assets.
Based on the types of investment products you own, there are ways to distribute that income to make the most out of the money you have accumulated.
Learn about the SECURE ACT of 2019 and how it impacts your retirement income.
This law recently passed by Congress drastically impacts how retirees can distribute money to heirs. Learning how this new law works will help you make sound decisions.
Learn strategies to maximize Social Security.
Everyone has worked since their youth looking forward to receiving the benefits from Social Security. You will learn to maximize these benefits along with your other retirement income.
Learn strategies to offset taxes during retirement.
Paying less taxes and keeping more money in retirement is a goal for all of us. You will learn strategies to help lessen your tax burden in retirement.