Getting Retirement Right

Key concepts for this class:

• Knowing if you have enough money to retire
• Guarding your assets from rising taxes
• Maximizing your Social Security income
• Avoiding the three pitfalls of retirement distribution
• Understanding if your portfolio is truly diversified
• Evaluating if a Roth Conversion is right for you
• Planning for incapacity due to illness or inquiry

Contact

For more information, contact Lorna Pritchard at 402-461-2431; toll-free in Nebraska at 877-222-0780, ext. 2431; or by email at [email protected]. She also will take your registration if you prefer not to register online.