The Changing World of Retirement Planning
Tuesdays, October 1st & October 8th
Moraine Valley Community College
The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.
YOU WILL DISCOVER HOW TO:
• Determine if you have enough money for retirement
• Help protect your assets in a rising tax rate environment
• Use the 3 basic types of retirement accounts to improve cash flow in retirement
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Help protect your portfolio against stock market loss during retirement
• Reduce, or eliminate unwanted expenses or delays with estate planning
• Understand if your portfolio is truly “diversified”
• Avoid the three basic “pitfalls” of retirement distribution planning