1055 Westlakes Dr Suite 300 - Berwyn, PA 19312
Learn How To:
Protect your long-term financial security
Determine the amount of money needed to retire
Create your own goals for a "successful retirement"
Plan your retirement income to maintain a comfortable living standard
Setup income distributions from 401k, 403b, and IRA accounts
Establish an "income plan" that identifies which accounts make financial sense to take income from first
Organize your investment accounts to carefully manage risk
Maximize Social Security, including spousal, survivor, and divorcee benefits
Choose between lump sum and monthly income pension options
Prevent out of control healthcare costs during retirement
Avoid delays, taxes, and legal challenges with estate planning
Convert your Traditional IRA to a Roth IRA
Save money on taxes before and during retirement
And many other retirement planning tips and techniques...
During the Life Planning section, we'll discuss what Life Planning for retirement is, and we'll go through an exercise to help you with life planning for your retirement.
During the Needs and Expenses section, we'll discuss how to estimate your annual expenses during retirement, includinghow to factor in taxes, healthcare costs, and inflation.
During the Roadblocks and Mistakes section, we'll discuss common problems that can pop up and completely derail otherwise sound retirement planning.
During the Retirement Income Sources section, we'll discuss Traditional IRAs, Roth IRAs, Roth conversions, pensions, and social security benefits.
During the Retirement Plan Distributions section, we'll discuss setting up income distributions from 401k and IRA accounts, Required Minimum Distributions, and inherited IRAs.
During the Investment Planning section, we'll discuss how to create a well-organized investment plan to generate income and protect your long-term financial security.
During Risk Management, we'll discuss Medicare, Medicare Supplement Plans, long-term care, and how to protect yourself from out of control healthcare costs in retirement.
During Estate Planning,
we'll discuss wills, trusts, probate, avoiding probate, protecting assets from potential future long-term care costs, inheritance tax, and gifting.
About the Course
Our comprehensive retirement planning course is designed for those age 50 and above.
Our course has been attended by hundreds of people over the years, primarily PA residents.
The course is a combination of real life retirement planning experiences, workbook material, and questions from attendees.
You will receive two 100+ page course workbooks. You are encouraged to take notes and ask questions throughout the course.
Option #1: Saturdays, January 23rd & 30th from 9:30am - 12:30pm.
Option #2: Tuesdays, January 26th & February 2nd from 6:30pm - 9:30pm.
Courses will be conducted online this winter. A written course workbook will be shipped to you by UPS before the course begins.
Contact Course Instructor Kyle Rolek at 267-427-5667 or