FIN400 — Managing Finances in Retiremen
Learn about pre-retirement and post-retirement accumulation and distribution strategies. Maximize the value of your assets through smart planning and information relevant to today's markets and opportunities. Topics include: Matching your Risk Tolerance to your Investment-Underlying Costs in Investment Accounts; Stretching your IRA's to Benefit Heirs; Tax Planning Ideas for Pre and Post Retirement; Health Insurance Options Post-Retirement- Medicare Supplements and Drug Programs; New Pennsylvania Partnership Long Term Care Program-Protecting Assets; Estate Planning Documents you may need; Advanced Trust Strategies to Protect your Assets.