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Course Description

Are you making the most of your resources in retirement? Are taxes "cramping" your retirement lifestyle? Is a Roth conversion "tax smart" for you? Position your money wisely, structure an income flow, and minimize taxes to stretch your financial resources. In this course, you will learn ways to lessen "tax drag" on your investments and gain "tax efficiency" by managing income flows. You will learn how your income impacts the taxability of Social Security benefits and your Medicare premiums. And you will learn why positioning investments strategically, managing required minimum distributions, and using "tax-smart" strategies to withdraw money from your investment accounts can increase the years that your money lasts in retirement.

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