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The Changing World of Retirement Planning
January 31 @ 9:30 am - 2:30 pm
FREE
You are invited to an informational educational event for area residents who are retired or planning to retire. Dinner will be provided.
REGISTER BY CALLING 615.285.5559 or visiting www.nsfe.org. COURSE ID Course ID: 52969
You will discover:
• Why a will does not avoid costly and time consuming Probate Court.
• If a living trust is the only document I need to handle my estate.
• Why Internet, do-it-yourself, bargain-priced plans usually fail.
• Reduce, or eliminate unwanted expenses or delays with estate planning.
• Evaluate the benefits of a Roth Conversion.
• How to use current IRS Codes to create a tax-free retirement.
• Evaluate the impact of the latest tax law changes on your retirement.
• Use the 3 basic types of retirement accounts to maximize cash flow in retirement.