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The Changing World of Retirement Planning

ID : 9721   
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Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today.  This class is a comparison/contrast between the old retirement paradigms of and the new paradigms of today as you prepare to retire in the 21st century.  You’ll discover how to insulate yourself from the risk of rising taxes, protect your Social Security from taxation, and avoid common pitfalls as you distribute your assets in retirement.  Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times.  Whether you have no retirement plan, are developing a retirement plan, nearing retirement, or recently retired, this course is designed to help you assess your current financial position. From there, a personalized roadmap can be developed that helps you achieve your retirement goals.
• Determine if you have enough money for retirement
• Protect your assets in a rising tax rate environment
• Use the 3 basic types of retirement accounts to maximize cash flow in retirement
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Protect your portfolio against stock market loss during retirement
• Reduce or eliminate unwanted expenses or delays with estate planning
• Understand if your portfolio is truly “diversified”
• Avoid the three basic “pitfalls” of retirement distribution planning

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Class Details

2 Sessions
Weekly - Tue

WVC Wells Hall, Room 1026

Facilitators The Solution People 



Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/20/2018 - 2/27/2018 Weekly - Tue 6:00 PM - 9:00 PM Wenatchee, WVC Wells Hall, Room 1026  Map Facilitators The Solution People 

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