Menu
Learn more about preparing for retirement. April 16: Retirement Income & Tax Strategies. April 17: Investments & Withdrawal Strategies.
Join James C. Sexton III, CFP®, CFS of Western Reserve Capital Management for these classes concentrating on critical retirement and investment issues.
Topics that will be covered in this class:
· The critical tax question you must answer BEFORE retirement.
· What the Social Security “tax trap” is, and how you can avoid it.
· Why tapping assets in the wrong order can trigger higher Medicare premiums.
· Why taxes need to be managed even before retirement.
· Using tax-loss harvesting to potentially lower your taxes.
· Mistakes to avoid when it comes to your investment portfolio, health care, and estate.
· Using portfolio rebalancing as part of your income plan.
· Strategies and tactics to potentially maximize IRA assets
· Avoiding costly IRA roll-over mistakes
· Asset Location for IRAs and Non-IRAs
AGE GROUP: | Adults |
EVENT TYPE: | Business & Personal Finance |
TAGS: | Retirement Planning | Retirement | financial planning |
The library experience for customers of the Richfield Branch Library is eclectic and energizing. A rich collection of books, music and movies complement programs for all ages, including storytime and interactive play opportunities, book discussion, and more. Computers and computer classes, WiFi, printing, copying, scanning, and faxing help to make the Richfield Branch Library a one-stop spot for the community's educational and entertainment needs and interests.
In the community, you will find librarians working closely with Richfield Government and Recreation, the local schools, the Garden Club, Kiwanis, and more. At the library, opportunities for individual and family engagement include an extensive NatureConnect interactive space, an ongoing StoryWalk collaboration along the Carter Pedigo Trail, and other hands-on, participatory exploration opportunities. Every time you visit the Richfield Branch Library, there is something to do, play, study, explore, or observe—and the chance to make a memory.