Free Retirement Class @ Summit County Library - Kimball Junction
Community Retirement Planning Class
Where:
Summit County Library - Kimball Junction
1885 W Ute Boulevard
Park City, UT, US, 84098
When:
Thursday, June 29th - 6pm OR
Saturday, July 1st - 1pm
*Not affiliated nor endorsed by the Summit County/Utah public county library system.
Free Retirement Class @ Summit County Library - Kimball Junction
Community Retirement Planning Class
Where:
Summit County Library - Kimball Junction
1885 W Ute Boulevard
Park City, UT, US, 84098
When:
Thursday, June 29th - 6pm
OR
Saturday, July 1st - 1pm
*Not affiliated nor endorsed by the Summit County/Utah public county library system.
Learn...
How to plan for non-taxable Social Security payments.
How to integrate Social Security income in your plan with new law.
Critical considerations when your savings are in an IRA, 401k, 403b, TSP, 457 or other qualified retirement account.
Your options for ‘old’ retirement savings accounts (401’s, IRA’s, etc.)
How ROTH conversions and the Tax Cuts and Jobs Act could impact your retirement.
Important differences between ROTH vs Traditional IRA accounts.
Lessons from the common use of the asset allocation model in retirement planning.
How to know if IRMAA or other circumstances impact your Medicare costs.
How savings strategies, current and future events may apply to you.
What a fiduciary, financial advisor, or financial planner does.
How to design a reliable income plan for retirement.
Legacy Retirement MasterClass was created by professionals passionate about educating pre and post retirees.
We have spent thousands of hours with retirees on the pleasures and challenges of comprehensive retirement planning that works.
This course will teach you important factors and features of an effective plan.
The class is designed for people retiring in the next 15 years or recently retired. Seminar and Learning Materials are Free.
This session of the Legacy Retirement MasterClass is delivered in a classroom style format in 2 hours or less and comes with class materials and in class workshops.
Learn...
How to plan for non-taxable Social Security payments.
How to integrate Social Security income in your plan with new law.
Critical considerations when your savings are in an IRA, 401k, 403b, TSP, 457 or other qualified retirement account.
Your options for ‘old’ retirement savings accounts (401’s, IRA’s, etc.)
How ROTH conversions and the Tax Cuts and Jobs Act could impact your retirement.
Important differences between ROTH vs Traditional IRA accounts.
Lessons from the common use of the asset allocation model in retirement planning.
How to know if IRMAA or other circumstances impact your Medicare costs.
How savings strategies, current and future events may apply to you.
What a fiduciary, financial advisor, or financial planner does.
How to design a reliable income plan for retirement.
Legacy Retirement MasterClass was created by professionals passionate about educating pre and post retirees.
We have spent thousands of hours with retirees on the pleasures and challenges of comprehensive retirement planning that works.
This course will teach you important factors and features of an effective plan.
The class is designed for people retiring in the next 15 years or recently retired.Seminar and Learning Materials are Free
.
This session of the Legacy Retirement MasterClass is delivered in a classroom style format in 1.5 hours or less and comes with class materials and in class workshops.ere
