F11M Retirement Planning: Navigating Taxes, Income, and Charitable Giving (Hybrid/In-Person)
In-Person | Available (Membership Required)
[NEW CONTENT] The course will address these questions: How much risk should I be taking in my investments? What rate of return do my investments need? How do I make sure I can stay retired? What strategies should I use when filing for Social Security? Do I need life insurance? Will I outlive my money? How can I generate additional income in retirement? How can I save on taxes, and what do the latest tax law changes mean for me? What are creative ways to support my philanthropies, and/or OLLI, through tax-wise charitable strategies, testamentary gifts, and life income opportunities? Hal and John will wrap up with a Q&A session, and John will offer confidential, no-obligation, complimentary one-on-one consultations to all interested attendees. Audio/Visual, Discussion, Lecture
- *This registration item is HYBRID/IN-PERSON, which means that you can attend either in-person or via Zoom. DO NOT also register for the Zoom section of this course.*
John Skomski
John Skomski is a retirement sustainability specialist and partner at Best Times Financial (www.besttimesfinancial.com).
Hal Burrall
Hal Burrall is the executive director of planned giving (www.legacyrit.org) at RIT.