We’ll address your biggest retirement concerns and teach you the critical and essential basics for a life-long successful retirement. This course is designed for those 50 years or older and will allow you to master your own finances by learning cost saving methods and smart retirement strategies.

Learn the following:

  • Understand the official new tax reform rules and their potential impact on your retirement
  • Common misconceptions about taxes in retirement
  • Strategies to help protect yourself against the taxation of your Social Security income
  • The changing rules for a retiring generation of baby boomers
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • How rising taxes may affect your retirement cash flow
  • How lost deductions may affect your taxes in retirement
  • A basic overview of the tax rules as they apply today