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Date/Time:
01/25/2020 at 10:00 am - 1:00 pm

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


Rowan College at Burlington County – Mount Laurel Campus
Laurel Hall – Room 205

RETIREMENT INCOME & TAX PLANNING

This is a 2 Day Course – Saturday Morning Series – 1/25 & 2/1

Course Code – CRGRC0125


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

Are you ready to RIDE down the road to retirement?

A Classroom Course teaching Simple Steps you can take TODAY to plan for the RETIREMENT INCOME you want TOMORROW!

Financial confidence through education:

  • The importance of creating income in retirement
  • The most common retirement planning mistakes
  • Managing stock market risk
  • Understanding the four financial phases of retirement
  • 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. 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 ~

  • The new SECURE Act and how it affects your retirement account 
  • 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
  • Make your money last as long as you do!

PLUS …. Classes now updated to include:

  • The new SECURE Act and how it affects your retirement account
  • Understanding the new tax laws
  • 2019 Social Security and Medicare changes

You Should Attend –

  • If you are an individual or couple 50 years 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)

CLASSES STARTING SOON – REGISTER TODAY!

Reserve Your Spot

Bookings are closed for this event.




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