The Changing World of Retirement: Part 1 | 1-23-25
Time:
6:30-9:30 PM
Location:
Northwood Technical College
1019 S. Knowles Ave.
New Richmond, WI 54017
Description:
The rules for the retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.
Join this complimentary course and discover how to:
– Evaluate the potential impact of the latest tax law changes on your retirement
– Determine if you should have enough money for retirement
– Use the three basic types of retirement accounts to maximize cash flow in retirement
– Evaluate the benefits of a Roth Conversion
– Maximize Social Security income
– Reduce or eliminate unwanted expenses or delays with estate planning
– Understand if your portfolio is truly diversified
– Avoid three basic pitfalls of retirement distribution planning