About The Course
A lot of people have a plan for accumulating money for 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 by putting less in Uncle Sam's.
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Meet your Instructor
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Jeffrey is the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax, and estate planning.
This course is offered by Nassau Community College. To register, complete the registration form in the Course Catalog. This is course CE9 584 B1.
Nassau Community CollegeAddress:
One Education Drive
Garden City, New York 11530-6793