This class, open to the public and taught by Certified Financial Planner™ Eric Johnston will examine various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.
Planning for retirement can be tricky, it's full of twists, turns and not nearly enough road signs. Wouldn't it be nice if you had a map, or maybe a checklist for planning a successful retirement? This 3 course series is a detailed retirement planning seminar designed to educate those who are nearing retirement or who have recently retired.
Retirement and Recessions: What happens if you are retiring on the verge of an economic downturn? Should you wait? What have the results been?
Learn about the newest retirement related law that recently just passed in the 11th hour of 2019. In this course we will review the largest impact in 20 years on the retirement landscape and cover some of the major changes to your retirement. This course is taught by Certified Financial Planner, Robert Jeter.