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Retirement 101

ID : 499   
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Retirement planning in the 21st century is always changing. Learn how to help navigate these changes as you strive to maintain your current lifestyle in your retirement years. Social Security maximization strategies and claiming strategies • Social Security and investment taxation in retirement • Pension options • Annuities 101 • Working with an insurance agent vs. broker vs. investment advisor • How to find out what you're actually paying in fees and commissions • The buy-and-hold investment strategy vs. the buy-and-hope strategy • Passive, strategic, active, and tactical investment strategies • 401(k), 403(b), 457, & TSP plan rollover to IRA process • Required Minimum Distributions • Long-Term Care strategies • Reverse Mortgages • Estate planning.

Class Details

3 Sessions
Weekly - Thu

School of Education

Mark Shelby 



Registration Closes On
Thursday, April 5, 2018 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
4/5/2018 - 4/19/2018 Weekly - Thu 2:00 PM - 4:00 PM Williamsburg, School of Education  Map Mark Shelby