The purpose of this course is to help individuals who are within 15 years of retirement figure out how much money they will need to accumulate for retirement.

Major topics include:

• Figure out how much you will need in after-tax income for retirement, and how to set reasonable goals.
• Understand the devastating effects of taxation and inflation on your retirement nest egg and what you can do about it.
• Find out how investing in stocks, bonds, CDs, or mutual funds can make all the difference in meeting your goals.
• Learn how tax-advantaged investments, such as retirement plans can take you over-the-top in reaching your goals.
• Discover how much you can make in part-time employment in retirement without paying tax on your social security.

For complete information about this course, including pricing, please call (610) 688-4477 ext. 22 or email SmithC@cpenow.com.

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com