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RETIREMENT PLANNING IN TIMES OF UNCERTAINTY #RETIRE
Daniel Williams, CLU, ChFC, CFP
If you are currently retired (or about to retire) and living off your investments, this class is for you! The recent stock market decline has made this class more important than ever. The course will focus on the latest financial strategies to maximize and protect your retirement lifestyle in spite of the turbulent markets. Is it best to pull money from your retirement accounts or non-retirement accounts first? When I turn age 70 1/2, what are my choices in withdrawing the required minimum distributions and how will these choices impact my spouse and other beneficiaries? How can I set up an IRA so my kids can defer taxes throughout their lifetime? Should I consider trusts? What are my Medicare supplement options? How can I reduce the risk of a long-term care disability wiping out my nest egg? How can I minimize income and estate taxes? All of these questions and more will be clearly answered in this very important one night seminar.
Dan Williams, CLU, ChFC, CFP, is a Certified Financial Planner and co-founder of the Dover Group. He is a frequent speaker on retirement, estate planning and asset protection strategies and was recently named one of Boston's top planners in the February 2011 issue of Boston Magazine.
Monday, January 30
7:00-9:00 p.m.
one session
JH Room
$24/individual/$38/couple