Enrichment Classes

A powerful impact on the quality of your retirement will be made based on how and when you withdraw money from your retirement plans. Learn how to potentially minimize your tax liabilities and your retirement income after you retire. You’ll learn the pros and cons of withdrawing money from your employer’s retirement plan or rolling it into an IRA. Discover how to avoid paying penalties for early and late distributions. Be advised on how to select beneficiaries and arrange your estate to ensure that your assets pass on to your loved ones as you choose.