This class is designed for individuals who....

- Are recently retired or retiring in the next 5-10 years

- Want to SAVE money on taxes!

- Want to learn about Retirement Income Strategies

- Want to optimize their Social Security benefits

- Want to learn about Roth Conversions, the 0% Federal Tax rate on capital gains, Qualified Charitable Distributions, and Donor Advised Funds

- Want to understand popular Withdrawal Strategies (4% Rule, "Don't Go Broke", Dynamic)

- Want to understand the current stock and bond market environment (Inflation, Interest Rates, Labor Market, Expectations)

- Want insights into the IRMAA Medicare brackets 

- Want to understand current strategies to implement prior to the 2025 tax sunset

- Learn through Case Studies