A CLASS TO HELP YOU PLAN YOUR RETIREMENT
Don't let the IRS end up with more of your money than it should.
Don't let a bear market rob you of your retirement.
Without an understanding of legally permissible tax-saving ideas, your
retirement assets may be considerably less than you had hoped for.
Enroll Early, Seating Limited!
Who Should Attend
The material is relevant to those in the early stages of retirement
planning as well as those who are very close to retirement. Even those who are retired will find value in this class. The course
curriculum is designed for people who are serious about gaining money
management knowledge. Attendees should commit to two evening sessions
and a few hours of homework.
Virginia Tech Continuing and Professional Education
Developed in cooperation with Ruth H. Lytton, Ph.D., RFC, Professor of Financial Planning
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Additional Topics Covered in this Workshop
Possible investments for today's uncertain and volatile economy.
Ways to help you protect your assets and secure your retirement income.
Recent changes in the tax laws that can help you keep more of your retirement
Minimizing taxes on IRA/401K distributions during every phase of your life.
Preventing the IRS from ending up with more of your assets than it should.
Reducing or eliminating capital gains and estate taxes.
Passing assets to your heirs tax-free.