THE NEW WORLD OF RETIREMENT PLANNING

Our retirement planning courses are held Monday, Tuesday, Wednesday and Thursday. The workshops start at 6 p.m. Pre-registration is required to attend.

The educational and informative workshops help you maneuver retirement transitions and are held at community colleges, learning centers and public libraries.

Our highly-researched retirement solutions and strategies explore the following topics:

TAXES IN RETIREMENT

Managing health care expenses during retirement can be a daunting task. Texas Retirement Academy created this educational course for you to learn what you need to know about Medicare and long term care.  If you are concerned about health care expenses during retirement or if you are already on Medicare this course is for you.

SOCIAL SECURITY

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This course will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

THE NEW WORLD

How is retirement planning different than that of your parents? Chances are, your retirement looks and feels vastly different than the generation before you. As a result, your approach to the retirement planning process must change. This course begins by exploring an updated approach to retirement planning that accounts for all of the challenges and pitfalls that are unique to the world in which we now live.

MEDICARE 101

Managing health care expenses during retirement can be a daunting task. Texas Retirement Academy created this educational course for you to learn what you need to know about Medicare and long term care.  If you are concerned about health care expenses during retirement or if you are already on Medicare this course is for you.

ANNUITIES 101

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 investments accounts and how to use them to maximize cash flow in retirement. Should you contribute to an IRA or a Roth IRA? How about Roth Conversions? This section teaches you how to position your savings so as to minimize taxes and maximize cash flow in retirement.

  • The three basic retirement accounts
  • How to accumulate dollars in the right types of accounts for retirement
  • What’s better for you: tax-deferred or tax-advantaged accounts?
  • How to define a “true” tax-advantaged investment
  • When should you convert to a Roth?
  • How IRA’s and 401(k)s cause Social Security taxation
  • Strategies to reduce or eliminate taxes in retirement

Register Today

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