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Finance
Finance: Tax Planning Changes Through Four Stages of Retirement
with Ric Komarek
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: SEP 8, 2020
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.
Finance: Making Government Benefits Work For You
with Ric Komarek
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: SEPTEMBER 15, 2020
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.
Finance: 7 Deadly IRA Sins and How to Avoid Them
with Ric Komarek
7 DEADLY IRA SINS AND HOW TO AVOID THEM
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!
September 22, 2020
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.
Finance: Investments, Annuities and Income in Retirement - Putting it All Together
with Ric Komarek
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: SEP 29, 2020
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.