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The ABCs of Financial Freedom
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Benoit Education Center, Rivier University 29 Clement Street Second Floor Nashua, NH 03060
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Description
What Baby Boomers Need to Know to Have a Worry-Free Retirement
You’ve worked hard your whole life and have saved just like you were told to. You paid into the Social Security system for years. Perhaps you’ve funded a pension. Soon it will be your turn to retire. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of income you stand to receive over your lifetime.
Success in retirement isn’t accidental; it requires clear understanding, deliberate decision-making, and careful planning. In this course you will learn:
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The best time to take Social Security so it enhances your other retirement assets.
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The most efficient and profitable way to structure your employer pension should you be fortunate enough to have one.
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How to create your own “Personal Pension,” that may double or triple the amount of retirement income from your 401(k).
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The proper timing and ordering of your assets so they will last longer and keep your taxes to the minimum possible.
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Why your 401(k) may be your least desirable retirement asset and how to fix it.
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How to prepare for long-term care, without purchasing long-term care insurance.
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Savvy tax strategies that can save you thousands.
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RMDs/MRDs: what are they, when they kick in, penalties, and strategies to maximize them.
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How to have a “More Now, More Later” retirement plan.