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Tax-Free Retirement (CCS 578)
Term: 2015-2016 Fall Semester
Wed, 5:30 PM - 7:25 PM (11/4/2015 - 11/4/2015) Location: CMCC KIRK 107
The October edition of Maine Money Academy focuses on helping you navigate ways to establish tax-free money for retirement. In this class you will be shown how both a Roth IRA and Life Insurance can be powerful tools to create tax free money in retirement and the steps needed to establish those accounts. Each participant will analyze their current situation to find out if either Life Insurance or a Roth IRA is viable, and discuss case examples about how payout options may be used in both cases. While this class is open to anyone, participants should know their current income level as well their discretionary income so they can meaningfully participate in the case study and investment discussions.