Course curriculum

  1. 1

    • Welcome to the Course!
  2. 2

    • Retirement vs. Funding Your Children’s College Education

    • What Issues Should I Consider Before I Retire?

    • Should I Take My Pension As A Lump Sum?

    • Should I Consider Doing a Roth Conversion?

    • Annuities: Pros & Cons

    • Can I Avoid Taking My RMD After Reaching My Required Beginning Date?
  3. 3

    • Should I Contribute To My Roth 401k?

    • Should I Roll Over My Dormant 401k?

    • A Guide to 401(k) In-Service Withdrawals for Employees
  4. 4

    • Should I Contribute To My Roth IRA Vs My Traditional IRA?

    • Roth vs. Traditional IRA: Which is Better for Me?

    • Can I Contribute To My Roth IRA?

    • Can I Do a Qualified Charitable Distribution From My IRA?

    • Can I Delay Distributions From The Traditional IRA I Inherited?
  5. 5

    • Will Healthcare Change As I Transition Into Retirement?

    • If I Retire Early Should I Buy Health Insurance Through The Health Insurance Marketplace?
  6. 6

    • Do I Qualify For Social Security Disability Benefits?

    • Will My Social Security Benefits Be Reduced?

    • Am I Eligible for Social Security Benefits as a Spouse?

    • Am I Eligible for Social Security Benefits As A Surviving Spouse?

    • Am I Eligible for Social Security Benefits If I'm Divorced?

    • Will I Avoid Social Security's Government Pension Offset?

    • Will I Avoid The Social Security Windfall Elimination Provision?
  7. 7

    • Am I Eligible For Medicare Part A and Part B?

    • Will I Be Enrolled Automatically In Medicare?

    • Will I Avoid Medicare Enrollment Penalties?

    • Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

    • Should I Change My Medicare Coverage During Open Enrollment?