Suman Murkuri

Retirement Planning Mastery

Categories: Financial Planning
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About Course

Welcome to Retirement Planning Mastery, your comprehensive guide to securing your financial future through strategic retirement planning. In this in-depth course, you will explore essential retirement income sources, tax-efficient withdrawal strategies, healthcare considerations, and estate planning essentials.

Designed for individuals nearing retirement age or those seeking to enhance their retirement planning knowledge, this course covers everything you need to know to achieve financial security in retirement.

Through a series of interactive modules, expert-led discussions, and practical exercises, you’ll gain the knowledge and confidence to create a personalized retirement plan tailored to your goals and aspirations.

Join Retirement Planning Mastery today and take the first step towards a fulfilling and worry-free retirement!

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What Will You Learn?

  • Gain a comprehensive understanding of retirement planning principles and strategies.
  • Learn how to optimize retirement income sources and minimize taxes.
  • Develop practical skills to create a personalized retirement plan aligned with your goals.
  • Gain confidence in navigating key retirement decisions and challenges.
  • Access resources and tools to monitor and adjust your retirement plan over time.

Course Content

Module 1: Retirement Readiness Assessment

  • Evaluating retirement goals and lifestyle expectations
  • Assessing retirement income sources and gaps

Module 2: Retirement Savings Vehicles

Module 3: Social Security Optimization

Module 4: Pension Planning and Annuities

Module 5: Healthcare and Long-Term Care

Module 6: Tax-Efficient Withdrawal Strategies

Module 7: Estate Planning and Legacy Preservation

Module 8: Real Estate and Other Investment Considerations

Module 9: Lifestyle Planning and Adjustment

Module 10: Financial Independence Retire Early (FIRE) Strategies

Module 11: Retirement Income Planning Case Studies

Module 12: Ongoing Retirement Plan Monitoring and Adjustment

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