If you are nearing retirement or have already reached that stage, this course offers practical approaches to help you confidently plan for the future. Covering topics from Social Security and taxes to investments, Medicare, and estate planning, it provides a thorough overview of the most important areas. You will gain clarity on questions such as:

• How can I calculate my retirement costs?
• What is the most effective way to organize my investments in order to create a consistent source of income?
• Which accounts should I prioritize withdrawing from first during retirementand in what order?
• Are there tax consequences involved in transferring money from a traditional IRA to a Roth IRA?
• How is income from Social Security subject to taxation? What claiming strategies would be most effective for my spouse and me?
• What investment options are available to help achieve my objectives?
• How can I properly plan for medical expenses during my retirement years?
• What are affordable long-term care alternatives?
• What crucial estate planning documents should I ensure are in place?