LAAFE at Pepperdine University, West Los Angeles Campus
March 16 @ 9:00 am - 12:00 pm
If you are near or in retirement, this course will equip you with tools to implement in your retirement planning! Whether your questions are related to Social Security, taxes, investments, Medicare, or estate planning, this course covers it all.
*How do I determine how much I will spend in retirement?
*How can I align my investments to meet my income needs in retirement?
*Which accounts should I pull my income from in retirement, and in what order?
*Will I pay taxes if I convert money from an IRA to a Roth IRA?
*How are Social Security benefits taxed?
*What Social Security coordination strategies would make sense to use for me and my spouse?
*What are my investment options?
*How do I best plan for health care expenses in retirement?
*What are some affordable long-term care solutions?
*What core estate planning documents should I have in place?