Date/Time:
Saturday, May 9th at 10:00 am - 1:00 pm

Location:
Rowan College at Burlington County – Mount Laurel Campus
500 College Circle
Mount Laurel, NJ 08054

Rowan College at Burlington County – Mount Laurel Campus

 

RETIREMENT INCOME & TAX PLANNING
Course Code – CRGRC0509

This is a 2 Day Course – Saturday Series -5/9 & 5/16

CLASSES STARTING SOON – REGISTER TODAY!
Advance registration is required.

 

Register Online Now
Mail in the Registration form on your mailer 
Register by phone by calling   856-282-1493

 

COST: Total tuition is $49, of which $25 will be donated to one of the charities listed below.   

Please bring your $25 donation check to class, made payable to the charity of your choice:
Susan G. Komen for the Cure or
Alex’s Lemonade Stand Foundation or
Leukemia & Lymphoma Society

 

RETIREMENT INCOME & TAX PLANNING

LEARN HOW TO STRATEGICALLY PLAN AND TACTICALLY MANAGE
THE NEW 2020 SECURE ACT!

 

A Classroom Course teaching Simple Steps you can take TODAY to plan for the RETIREMENT INCOME you want TOMORROW! PLUS … the NEW 2020 SECURE ACT

Financial confidence through education:

• How the SECURE Act affects your retirement accounts
• The importance of creating income in retirement 
• The most common retirement planning mistakes 
• Managing stock market risk 
• Maximizing your Social Security benefits
• Minimizing taxes in retirement
• Taking charge of your own retirement plan

COURSE DESCRIPTION – This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement, income, and taxes… and now includes the details of the new 2020 SECURE Act. Your instructors will cover the essentials of a sound retirement income plan and break down key concepts in easy-to-understand terms.

You will leave with a much better understanding of retirement, taxes, and income planning, and have the tools, insights, and strategies that you need to make informed decisions and confidently build a retirement plan that will meet YOUR specific needs and goals.

KEY CONCEPTS COVERED ~

• 2020 SECURE Act details 
• Maximizing your Social Security benefits
• Minimizing taxes in retirement
• The relationship between growth, protection, and liquidity in your portfolio
• Determining your personal risk tolerance
• Creating a retirement income stream using your current assets
• When to take distributions from your IRA, 401(k), 403(b) and other retirement plans to minimize taxes on those funds
• Planning for the “unexpected” – Long-term Care, healthcare costs and inflation
• Developing a budget for your passions in retirement
• Understanding the four financial phases of retirement

PLUS …. Classes now updated to include:

• How the SECURE Act affects your beneficiaries 
• The new SECURE Act RMD rules and regulations 
• Will the SECURE Act make you more secure?

You Should Attend –

• If you are an individual or couple 50 years old or older
• If you are retired or planning for retirement
• If you are concerned about taxes, inflation, stock market risk, or the next recession
• If you want to make the best decision about your Social Security and Medicare benefits
• If you want a better understanding of your IRA/401(k), 403(b)