SECTION 1| RETIRING IN THE 21ST CENTURY

How is retirement planning in the 21st Century different than that of your parents.

SECTION 2 | TAX RATE RISK

The United States Government has made trillions of dollars in promises for programs like Social Security and Medicare it simply can't afford to keep.  Some experts suggest that tax rates have to rise to keep these programs solvent. 

SECTION 3 | RETIREMENT DISTRIBUTION PLANNING

There is a lot of static in the media and on the internet about how to best save for retirement. In this section, you'll learn about the three basic types of investment accounts and how to use them to maximize cash flow in retirement. 

SECTION 4 | ESTATE PLANNING

Estate planning involves more than just reducing your taxes.  It's also about making sure your assets are distributed as you wish-both now and after you're gone.

SECTION 5 | MAXIMIZING SOCIAL SECURITY

Some pre-retirees are not aware that the Social Security can be taxed.  In this section, you'll learn about the impact of Social Security taxation on your retirement. 

SECTION 6 | PROTECTING AGAINST MARKET LOSS

The investment strategies that got you to this point may not necessarily be the ones that see you safely through retirement.  This section discusses the two types of investment risk and how to safeguard against them.

SECTION 7 | RETIREMENT DISTRIBUTION PITFALLS

How much money can you safely take out of your retirement accounts without risking running out of money?

Section 8 | Long-Term Care Planning

In this section, we'll cover the Medicaid rules that govern assets spend-down in the event you should need long-term care.