Learn how to identify the primary threats to your retirement savings. Plan your retirement income to preserve a comfortable lifestyle. Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning. Align your investments with your attitudes, risk tolerance and objectives. Apply strategies designed to increase Social Security retirement benefits. Calculate whether you should convert your IRA to a Roth IRA. Maximize tax efficiency of withdrawals from mutual funds and IRAs. Evaluate and plan for health care, long-term care, incapacity and end of life decisions.
Thursday, October 18, 2018 at 9:30am to 11:30am
Collat School of Business, 153
710 13th Street South, Birmingham, AL 35233