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Course: Wealth Strategies & Financial Planning (NC-CPSTN-WLTHSTRAT)
This course will cover the following topics.
- The impact that tax law changes will have on your retirement income
- Whether you'll have enough money to last throughout retirement
- How to optimize the different types of retirement accounts to maximize cash flow
- How to determine whether Roth conversions will help you
- What to do to get the most out of Social Security
- How you can reduce or eliminate unanticipated estate expenses
- How to build a "truly diversified" retirement portfolio
- How to avoid the pitfalls of taking retirement income distributions