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Master Your Money: Tax & Retirement Edu
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Feeling Uncertain
about the economy?
With rising tariffs, a volatile stock market, and inflation still impacting everyday costs, many Americans are asking:
"Is my retirement really secure?"
If you're 50 or older and wondering how today’s economy affects your savings, taxes, or income in retirement — this class is for you.
Hosted at local San Diego campuses
About The Class
In just one class, you'll learn Strategies Designed To Help You Potentially:
- Reduce tax exposure
- Optimize your income withdrawals
- Plan for rising healthcare costs
- Avoid the most common pitfalls retirees face
- Build a retirement plan that doesn't rely solely on Social Security
- Protect your assets from market volatility in light of recent tariffs & headlines
100% 5-Star Reviews
Why people love this course
Smart Lessons that help you retire with confidence
inflation
Protecting yourself against rapid rising costs
Asset Protection
How to navigate market volatility in light of recent tariffs headlines
Social Security
When & how to claim benefits for maximum income + how to build a retirement plan that doesn't rely solely on Social Security
Tax Planning
Tips that could potentially save you thousands of dollars in taxes throughout the course of your retirement
Investing for your future
How to increase your odds of success using strategies such as asset location, tax loss harvesting, optimized portfolio allocation, and rebalancing according to your risk tolernance
Retirement can be uncertain, this class will help you plan for it.
$50,000+
12%
$111,000
Sources: 1 - Vanguard & Morningstar retirement drawdown research. 2 - United Income / Brookings Institution study, 2019. 3 - EBRI Retirement Confidence Survey, 2024