Financial Survival in Retirement Workshop
What You Need to Know Before and During Retirement
Income and Tax Strategies
- Where will my income come from?
- How can I make sure it continues for the rest of my life?
- Social Security strategies and best practices to get the most $ over your lifetime.
- Reducing your taxes on your Social Security benefits.
- Efficient ways to reduce taxes on IRA and 401-k distributions while living.
- Efficient ways to pass along IRA’s and 401-k’s at your passing.
- How will my family’s income and lifestyle be affected when I die?
- What is Medicaid planning and why you should care?
- Alternatives to traditional long-term care insurance.
- Who decides about your care? You, or the State? Your decision timeline