Retirement Planning Today®

Geared towards ages 50 to 70

Upcoming Sessions Offered: 

Tuesdays, 10/8 & 10/15 OR Thursdays, 10/10 & 10/17

Presented at the Louisville Recreation & Senior Center from 6-9 pm

The key to maximizing your retirement is developing a solid understanding of how to use income streams. Learn tax-wise strategies to utilize savings, investments, Social Security, and real estate holdings to build a healthy cash flow in retirement.

Subjects covered:

  • How long will your money last?
  • Staying on top of new tax laws
  • Strategies to minimize taxes
  • Roth IRA Conversions
  • Considerations before retiring early