Tax Planning | Decker University

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A Safer Retirement Complete Course

Overview

Purpose of this Course

Entering Into Retirement

Fiduciary (8:06)
Headwinds (17:21)
Income Planning (9:53)
Risk Reduction (13:12)

Building a Plan

Social Security Optimization (10:00)
Pension (9:01)
Ingredients to a Retirement Plan (10:22)
Tax Minimization (9:00)
Estate Protection (5:09)
Risk Reduction (4:25)

Stress Testing the Plan

Stress Test Your Retirement Plan (18:28)
Tax Planning (11:25)
Asset Protection (5:29)
Long Term Care (9:33)

Investment and Product Options

Principal Guaranteed Options Part 1 (11:00)
Principal Guaranteed Options Part 2 (19:00)
Risk Bucket Options Part 1 (19:30)
Risk Bucket Options Part 2 (18:40)
Risk Bucket Options Part 3 (10:56)

Funding the Plan

Funding Your Plan (7:10)
Estate Planning (26:25)

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Tax Planning

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