Modern Retirement Planning at Roane State /community College Oak Ridge Campus

Modern Retirement Planning at Roane State Community College Oak Ridge Campus - August 23 & 30, 2022 - 5:30 pm - 8:30 pm

William Dobbs Instructor

Table of contents:

• Maximize your Social Security benefits
• Understand the fundamentals of Medicare
• Evaluate Long-Term Care alternatives
• Minimize your tax burden currently and in retirement
• Reduce risk in your retirement portfolio without reducing your income
• Establish Living Directives and financial security through estate planning 
• Align your retirement strategy with lifestyle goals
• Determine if Roth IRA conversion is beneficial