EKU Workforce Development & Community Engagement
200 Perkins Building, 521 Lancaster Avenue
Richmond KY 40475
 

The Changing World of Retirement Planning

The approach for a retiring generation of baby boomers is changing. Learn how those changes may affect you as you strive for a prosperous retirement. In this class, you will discover how to: - Evaluate the impact of the 2018 tax law changes on your retirement - Determine if you have enough money for retirement - Use the 3 basic types of retirement accounts - Evaluate whether a Roth Conversion may benefit you - Strategies designed to maximize Social Security income - Potentially reduce, or eliminate unwanted expenses or delays with estate planning - Understand if your portfolio is truly diversified - Avoid pitfalls of retirement distribution planning

Code:20SKRCE028
Dates:April 15-22, 2020    Check for other dates
Meets:W : 6:00 PM - 8:00 PM
Location:Perkins Building 214
Instructor:Michael Todd Avery
Fee:$25  

You can receive discounts on this course by becoming a member of
Notes:The approach for a retiring generation of baby boomers is changing. Learn how those changes may affect you as you strive for a prosperous retirement. In this class, you will discover how to: - Evaluate the impact of the 2018 tax law changes on your retirement - Determine if you have enough money for retirement - Use the 3 basic types of retirement accounts - Evaluate whether a Roth Conversion may benefit you - Strategies designed to maximize Social Security income - Potentially reduce, or eliminate unwanted expenses or delays with estate planning - Understand if your portfolio is truly diversified - Avoid pitfalls of retirement distribution planning

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