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Here's what you'll learn:
How Much Do I Need To Retire?
Calculating your current spending and determining a safe withdrawal rate.
Retirement Income and Social Security
Timing of benefits and when to take them early and when to delay.
Tax Strategies
Roth conversions, taking advantage of the 0% federal capital gains tax rate, and qualified charitable distributions.
Medicare and Health Insurance
An understanding of what it is and what it means to you.
Mortgage Payoff
Should you pay your mortgage off early or keep it into retirement?
Long-Term Care
Factors that determine when you should consider long-term care insurance.
Estate Planning
Wills, trusts, health care directives, powers of attorney.
Investment Management
Risk tolerance and asset allocation.
....and much much more!
MASTERING TAX STRATEGIES
Retirement Income: 0% Federal Rate
Retirement Income: Roth Conversions
"Financial Freedom isn't about buying whatever you want, it's about freeing your mind from financial stress so you can focus on what's really important."
