Course # 516
A comfortable retirement requires an understanding of the basics. This program will discuss common retirement expenses and how to prepare for them in a tax advantaged way. Other topics discussed include; social security and pension income, risk to retirement like inflation, annuities, taxes, and ultimately how to put a retirement plan in place.
- Discuss cost associated with a typical retirement
- Discuss variables that can affect retirement lifestyle
- Discuss necessary resources for a successful retirement
- Discuss how to best invest for retirement
Participants (audience course is designed for):
Anyone wishing to plan for their retirement.