Loading...

Course Description

Are you making the most of your resources in retirement? Are taxes "cramping" your retirement lifestyle? 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 your Medicare premiums; you will learn why positioning investments strategically, and using "tax-smart" ways to withdraw money from your investment accounts can increase the years that your money lasts in retirement. Lecture (plus Questions) Facilitated Discussion

Loading...
Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.