This is not a library sponsored event.
Brief Description of Event
Educational class for Florida Retirees
1) How to properly claim Florida Residency
2) Advantages of Wills and Living Trusts
3) Ways to disinherit the IRS
4) Ways to protect yourself in volatile market conditions
5) Strategies to minimize taxes in retirement
6) Roth IRA conversion considerations
7) Social Security tactics and taxation
8) How to create a stream of income in retirement
9) And much, more!
Instructor: Dustin Rinaldi, CFP® is a former FGCU adjunct professor, and former Enrolled Agent tax advisor recognized by the Department of Treasury. He has been teaching retirement classes in Florida for over 10 years.