PROTECTING YOUR RETIREMENT IN THE COVID-19 ERA
Times are changing, Take advantage of the change.
COVID-19 has created a unique environment where a modern retirement financial plan is more important than ever to ensure your future financial safety.
- After the decline, it’s important to re-evaluate where you’re at.
- Make decisions based on current market conditions, not the past.
- Good planning with unique opportunities will increase your retirement solutions.
- With increased economic uncertainty, a plan will give you the confidence you need to enjoy your retirement.
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Welcome to the Course
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About Your Instructor
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Introduction
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Lesson #1 – The Reality of Your Tax Story
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Lesson #2 – The Reality of Temporary Tax Brackets
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Lesson #3 – The Reality of Disappearing Deductions
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Lesson #4 – The Reality of Tax Increases
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Lesson #5 – Course Promise
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Next Steps – Financial Profile
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Introduction
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Lesson #1 – Three Types of Money
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Lesson #2 – IRA vs. Roth IRA
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Lesson #3 – Required Minimum Distributions
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Lesson #4 – Current Tax Brackets
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Next Steps – Tax Story Part A
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Introduction
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Lesson #1 – Social Security Timing vs. Taxation
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Lesson #2 – What is Provisional Income
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Lesson #3 – Social Security Planning Options
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