Location: 

Zoom Meeting - Link will be provided.

Description

This course is designed to help you achieve financial freedom in retirement. You will learn how to prepare for the 3 biggest risks that retirees face: Rising living costs, health-care and long term care costs, and unpredictable markets. Retirement is stressful and full of many moving parts. With the help of The Four Pillars of a Successful Retirement Educational Course, you will be confident in making smart decisions that will optimize your retirement. 

Agenda

Social Security

• Explore different claiming options.
• Learn strategies to maximize worker, spousal, and survivor benefits.
• Discover 5 factors that could reduce your risk.

Income Strategy

• Portfolio and income needs during different stages of retirement.
• Reduce your market risk by reallocating your assets.
• Generating retirement income from your portfolio.
• Lifetime income stream.
• Retirement plan distribution rules and strategies.
• IRA rollovers and Roth IRA conversions.

Tax Planning

• Changes in tax laws and their affect on your retirement.
• Navigating income and capital gains tax.
• Different strategies for lowering your tax liability.
• Tax benefits of an IRA, Roth IRA, Annuity, and Health-Savings account. 
• How taxes will affect your retirement income.

Legacy Planning

• Challenges and benefits of conserving your estate.
• Important estate documents.
• Exploring wills, trusts, and life insurance.
• Tax on your estate and distribution techniques.
• Charitable giving strategies.
• Providing a legacy for your heirs.

Price

This course is offered at $49
Free workbook is included with course.

Registration:

1. Click register
2. Go to "Register and Pay for Community Education Classes"
3. Input course code

Course Code:  77876


*If you are having difficulty registering, please reach out to us at:
Phone: (707) 224-7424
Email: info@jacobsonwealth.com


_{Registered Representative offering securities and investment services through United Planners Financial Services, member: FINRA, SIPC. JWM and United Planners are independent companies. This event is for educational purposes only.  United Planners and its representatives do not offer tax or legal advice.}