Not food…not a mortgage…not even the cost of health care…but taxes! For many people, taxes will be the single biggest expense in retirement. Unfortunately, navigating the tax code can be tricky –they don’t call it the “code” for nothing, after all–but by utilizing the right techniques and strategies, there’s a good chance that you can meaningfully lower your tax expense in retirement. In this course you will learn about 10 powerful strategies that can help you reduce your tax bill so that you can enjoy more of your hard-earned money doing the things you enjoy
the most with the people who matter most.
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Many people have a plan for accumulating money before retirement, but far too often that’s where the planning stops. The reality is that a sound distribution strategy – in other words, a plan for taking money out of your retirement accounts – is also extremely important.
In this course, you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets during retirement.
Find Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, BluePrint’s own CEO and Director of Financial Planning in the community! Jeffrey will be leading this class at Nassau Community College. Please find the details below:
With memories of the Financial Crisis of 2007-2008 still fresh in their mind, many retirees and other investors are seeking ways of protecting their nest egg from the next major market Downturn. Thankfully, by incorporating a variety of strategies into their planning, savers can significantly minimize exposure to a variety of potentially damaging risks. In this course, you will learn 10 key concepts used by professional investors, money managers, and other financial professionals to reduce risk. The course is appropriate for investors of all ages and of varying levels of risk. Take away knowledge that is actionable, easy to implement, and relevant in today’s market landscape.