The purpose of this course is to teach individuals strategies to solve the very complex problem of managing money in retirement. This course provides a worksheet approach to understanding the very real risks of over-estimating how much money you can withdraw from your retirement nest egg. Many financial planners and brokers are more than happy to invest your money, but provide very little guidance to help you assess how to withdraw money in retirement, allowing for inflation and taxes so as not to wind up broke.

Major topics include:

• Understanding the basic issues of how much money you need to retire comfortably.
• Understanding the tax effects of trying to withdraw money from different types of investments.
• Recognizing the devastating effects inflation can have on your retirement.
• Creating strategies to provide for capital appreciation.
• Dozens of illustrations will be provided to assess how much you can withdraw in retirement and the complicating factors that must be considered.

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