Retirement Planning Course
Intro to The Retirement Continuum
The 4 Phases of the Continuum
Quality vs. Quantitative Issues
The "Retirement Timeline"
Planning Your Retirement
Creating your vision
Handling Health Insurance before Medicare
The Budget - boring but critical
See it all: The Retirement income chart
Accounting for a silent killer - Inflation
Comparing impacts of different strategies
keeping what you have
Health Insurance, Medicare, and Supplements
“Aging Well” on your own terms
Maintain independence as you age
Survivor Planning and Replacing Income
Retirement income & Strategies
Calculating Your Social Security
Maximize Your Social Security Benefits
Pension plans - Monthly paycheck or a lump sum?
401(k) & 403(b) - Leave it or Roll to IRA?
lRAs and Roth lRAs
Required minimum withdrawals
"Stretch:" The Inherited IRA and Latest Laws
How much and where to take it from
Minimizing taxes in retirement
The After-Tax Brokerage Account
Annuities: The Good, The Bad, The Ugly
3 General Types; Pro’s and Con’s of Each
Stuck in an Annuity? Annuity Rescue!
High Confidence Investing
Retirees’ Greatest Reported Fear
A key to not running out of money
What determines portfolio longevity
The biggest destroyer of returns in retirement
A Life-Changing A-HA Moment!
Avoiding Market Crashes
The Dobermans of the DOW Strategy
There is no assurance provided that the financial strategies discussed will provide investment success. Investments are subject to risk and actual results depend on many factors as discussed in the course.