HOW TAX PLANNING CHANGES THROUGH FOUR STAGES OF RETIREMENT

You have to know what your “after-tax” retirement savings picture looks like BEFORE retiring and watch out for Social Security and Medicare "tax traps." Learn a “Retirement Tax Strategy” that manages your assets for an “optimal draw down” so you pay as few taxes as necessary.

DATE: Tuesday, February 23, 2021 6:00-8:00pm via Zoom

Unless otherwise noted, all of the Community Education and BTC classes are offered online via Zoom. Prior to the class starting, the instructor will email all the registrants a link to sign-in to their Zoom class. Zoom is a free, interactive online platform, you do not have to have a Zoom account to attend a class being offered through Zoom. You will need a current email address, a computer or laptop with Internet connection, computer audio or phone.

MAKING GOVERNMENT BENEFITS WORK FOR YOU

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. This class explains what you need to know about Medicare in simple, practical terms. It includes a description of today’s Medicare health plan choices including original Medicare and Medicare Advantage.

DATE: Tuesday, March 2, 2021 6:00-8:00pm Via Zoom

Unless otherwise noted, all of the Community Education and BTC classes are offered online via Zoom. Prior to the class starting, the instructor will email all the registrants a link to sign-in to their Zoom class. Zoom is a free, interactive online platform, you do not have to have a Zoom account to attend a class being offered through Zoom. You will need a current email address, a computer or laptop with Internet connection, computer audio or phone.

Savvy IRA Planning for Baby Boomers

Learn how to avoid seven of the most common and costly IRA mistakes that frequently trip up investors. Many of these mistakes are fatal and cannot be undone. Get it right the first time and avoid an unhappy retirement and the IRS!

Tuesday, March 9, 2021 6:00-8:00pm Via Zoom

Unless otherwise noted, all of the Community Education and BTC classes are offered online via Zoom. Prior to the class starting, the instructor will email all the registrants a link to sign-in to their Zoom class. Zoom is a free, interactive online platform, you do not have to have a Zoom account to attend a class being offered through Zoom. You will need a current email address, a computer or laptop with Internet connection, computer audio or phone.

INVESTMENTS, ANNUITIES AND INCOME IN RETIREMENT – PUTTING IT ALL TOGETHER

Learn how to better manage your investments, avoid costly mistakes and develop an income plan that can provide income security for life.

DATE: Tuesday, March 9, 2021 6:00-8:00pm via Zoom

Unless otherwise noted, all of the Community Education and BTC classes are offered online via Zoom. Prior to the class starting, the instructor will email all the registrants a link to sign-in to their Zoom class. Zoom is a free, interactive online platform, you do not have to have a Zoom account to attend a class being offered through Zoom. You will need a current email address, a computer or laptop with Internet connection, computer audio or phone.