3455 - Smart Tax and Investment Strategies for Retirement (Angela Rehkop)
Course Description
Instructor: Angela Rehkop
Day 1: "Tax Planning in Retirement – Understanding How Taxes Really Work"
- How different types of retirement income are taxed (Social Security, pensions, IRAs, etc.)
- Tax brackets in retirement and their impact on withdrawal strategies
- Managing Required Minimum Distributions (RMDs)
- Roth conversions, charitable giving, and other tax-savvy tools
- Avoiding common tax pitfalls that reduce retirement income
Day 2: "Investment Fundamentals – Building Confidence and Clarity"
- Understanding the basic types of investments: stocks, bonds, mutual funds, ETFs
- The role of diversification, risk, and return in a retirement portfolio
- Balancing income needs with long-term growth
- Simple strategies to stay informed and in control
Wed and Thurs, Nov 4 & 5, 2026 10AM - 12PM
Bio: Angie Rehkop has spent over 30 years in financial services, and her background makes her uniquely positioned to help her clients organize themselves financially and plan for retirement on their terms. At Financial Care Providers they've weathered market cycles, closed estates, transitioned businesses, and navigated unique situations. They develop and recommend the right solutions for our clients because they are empowered to be independent thinkers based on decades of personal experience, an extensive resume’ of professional practice, a broad base of industry relationships and a host of strategic contacts serving your specific needs as they arise.