Description

This informative class will begin with the basic building blocks of investing, including stocks, bonds, mutual funds, ETFs, and annuities. We will discuss tax-advantaged savings vehicles such as 401(k)s, IRAs, and Roth IRAs, as well as required minimum distributions. We will then explore retirement income strategies and examine the impact of inflation and taxes, along with ways to recession-proof your portfolio. Additionally, we will cover college planning for children or grandchildren, efficient estate wealth transfer strategies, and planning for unexpected risks such as medical needs.

Activity Secondary Category

Study Skills/Learning

Location

Community Center - La Bonita Room at Commuity Center

Instructor

Danielle Blunt