REPRSENTATIVE ISSUES IN MANAGING YOUR RETIREMENT

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  • Planning considerations
    • Planning overview
    • Fast Savings for retirement
    • Making a Strategy for saving
    • Projecting retirement income
    •  Qualified plans/IRAs, etc
    • Life expectancy and planning
    • Wealth accumulation essentials
  • Managing income
    • Know your retirement income
    • 3 pillars of retirement income
    •  Social security benefits
    • How to Withdraw savings for income
    • Using annuities
    • Home equity for of income
    • Working in retirement
    • Maximizing retirement income
  • Managing living expenses
    • Budgeting
    • Minimizing living expenses
    • Off-shore living options
  • Managing Health expenses
    • Long term care issues
    • Medicare
    • Medicaid
    • Options for long term care
    • keeping healthy

 

 
  • Managing Savings/investments
    • Investment approaches
    • Strategies for investing for  income
    • Strategies for investing for equity
  • Estate and Gift Planning
    • Estate planning
    • Wills
    • Gift planning
    • Probate issues
    • Minimizing estate taxes
    • Minimizing gift taxes
    • Trust  you can use
  • Protecting your Assets
    • Life insurance
    • LTC insurance
    • Protecting you qualified plan assets
    • Asset protection
  • Tax Know-how
    • Tax overview
    • Income taxes
    • Estate and gift  taxes
  • Investing Know-how
    • Investing 101
    • Types of investments
    • Risk management