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Course Description


Instructors: Michael Bean and Brenda Dozier

This course will help you restructure your portfolio to minimize taxes as well as transfer risk of potential financial losses during retirement. Participants will understand ROTH conversions and ROTH IRA income while managing tax withholdings and preparing for the IRS Required Minimum Distributions (RMD). Learn to get the most out of your pension income (defined contribution and defined benefit plans) and Social Security income while balancing the needs of your dependents and beneficiaries. The course will also explore tax-advantaged and tax-free income sources.
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