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HomeRetirement Rundown / Course 6

7 Must-Know Retirement Terms

Date: June 11th

Duration: 10-15 min
Pace: Self-paced
Lecture type: Online
Language: English
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Retirement planning doesn’t have to feel overwhelming. By understanding key terms like “RMDs” and “Catch-Up Contributions,” you can take control of your financial future with confidence. This guide breaks down the essential terminology you need to know, making it easier to navigate your retirement planning journey.

 

Why Take This Course?

  • Understanding specific terms ensures you’re taking full advantage of options like tax breaks, investment strategies, and government programs.
  • When you grasp the language of retirement, you can craft a more effective strategy that aligns with your goals, whether it’s saving more or reducing taxes.
  • By the end of this session, you’ll have the tools and insights needed to take control of your retirement planning and work toward a future that aligns with your aspirations.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

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Stay ahead in Retirement Planning with just 10 minutes a month

Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

Stay ahead in Retirement Planning with just 10 minutes a month

Retirement Rundown delivers essential insights to help you plan your financial future with confidence.