This course will address: tax planning in a volatile market, ways to utilize Roth conversions in a down market, ways to decide how and when to access your retirement money, the truth about annuities and what to be aware of, options for taking Social Security benefits, how to mitigate taxes before and after retirement, ways to align your investments to meet your income needs in retirement, and how to pay no taxes on your Social Security and withdrawals from your IRA.
Who should attend? Individuals and couples between the ages of 55-75, those concerned about our financial markets and wanting to prepare for the next recession, investors looking for other perspectives or strategies, and Baby Boomers looking for guidance on recent academic research.
RSVP at www.dfla.org or call Desert Foothills Library at 480-488-2286.
Cost: Free
The library makes every effort to ensure our programs can be enjoyed by all. If you have any concerns about accessibility or need to request specific accommodations, please contact the library.