Objectives:
1) Learn the difference between tax deductions, tax credits, and deductible loss items
2) Learn how to be proactive when planning to file your annual taxes
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Objective:
Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.
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Objectives:
1) Learn why it’s important to review your pre-retirement plan
2) Learn the three most important retirement tax years
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Objective:
Learn what planning questions you should be asking yourself before you retire.
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Objectives:
1) Learn the different types of account titling terms
2) Learn how the different account titles affect the probate process
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