Are you nearing or already in retirement? This class will help you to define what’s important to you in retirement and help you to realistically estimate your income and expenses. Suzette will teach you the right questions you should be asking yourself and teach you strategies for creating an income that lasts a lifetime.
You’ll learn how to:
- Define retirement and what’s important to you
- Realistcally estimate your income and expenses
- 3 strategies for creating an income that lasts a lifetime
- Understand your distribution options
- 4 costly Social Security mistakes and how to avoid them
- IRA vs Roth IRA: Can you convert? Should you?
- Reduce expenses and preserve the value of your estate
- And much more…
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