Maximizing Retirement Income

If you are recently retired or contemplating retirement soon, this informative class is a must! Find out if you can retire comfortably and do the things you want. Learn how to project your retirement income, ways to minimize your taxes in retirement, how to prevent outliving your money, and how to allocate your investments for maximum income with safety. Class will also cover when to apply for Social Security benefits and the rules and strategies to optimize these benefits. We will explore various investment options including stocks, bonds, mutual funds, annuities, and real estate. Tuition will be covered by Beverly Drive Financial.