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.
Welcome to the Course
About Your Instructor
Introduction
Lesson #1 – The Reality of Your Tax Story
Lesson #2 – The Reality of Temporary Tax Brackets
Lesson #3 – The Reality of Disappearing Deductions
Lesson #4 – The Reality of Tax Increases
Lesson #5 – Course Promise
Next Steps – Financial Profile
Introduction
Lesson #1 – Three Types of Money
Lesson #2 – IRA vs. Roth IRA
Lesson #3 – Required Minimum Distributions
Lesson #4 – Current Tax Brackets
Next Steps – Tax Story Part A
Introduction
Lesson #1 – Social Security Timing vs. Taxation
Lesson #2 – What is Provisional Income
Lesson #3 – Social Security Planning Options
Lesson #4 – Pension and RMD Affect
Course Content
Course Introducation
Section #1 - Retirement Taxation Reality
Section #2 - Income Planning in Retirement
Section #3 - Social Security Taxation