AN ENGAGING EDUCATIONAL COURSE TEACHING YOU HOW TO BUILD A COMPREHENSIVE PLAN FOR RETIREMENT.
Chris Knight created the Retirement Planning Blueprint® to help educate and empower retirees to live a peaceful retirement. After working with retirees for over a decade, Chris has realized education, planning and practical application are the keys to a peaceful retirement. Retirement Planning Blueprint® is taught at local colleges to provide retirees the education they need to make informed retirement planning decisions.
Retirement Planning – The Big Picture
Am I headed in the right track to save enough for retirement?
Could I retire now?
If I have saved excess resources, what should I do with them?
How do I determine how much I will spend in retirement?
How do I factor in taxes and inflation?
Tax Planning – Lowering One of Our Largest Expenses
What strategies are available to mitigate taxes before and after retirement?
What is the tax effect of taking money out of my IRA?
Will I pay taxes if I convert money from an IRA to a Roth IRA?
How are Social Security benefits taxed?
What are the key tax terms I should know?
Income Planning – How Do I Take Income in Retirement?
What are my options for taking Social Security benefits?
What Social Security coordination strategies would make sense to use for me and my spouse?
How do I calculate the Required Minimum Distribution?
How is the Required Minimum Distribution taxed
Investment Planning – How to Align Your Investment Portfolio with Your Retirement Goals
Determining what tools you have available for your investment portfolio.
Does my portfolio align with my retirement goals?
Do I understand the historical risk and return relationship of owning stocks and bonds?
How do I use my investments to meet my income needs in retirement?
Understanding the fees for the mutual funds, exchange traded funds and annuities?
Risk Management – How to Mitigate Health Care Related Expenses in Retirement
Understanding potential health care expenses in retirement.
Identifying options to pay for long-term care needs.
How to use “out of favor” assets to help pay for long-term care needs.
Understanding the keys to making informed Medicare decisions.
Comparison of common life insurance options.
Estate Planning – Determining How Your Assets Will Pass at Death
Understanding the core estate planning documents.
Identify ways to avoid assets passing through probate.
Understanding if your estate will pay taxes.
How to know if your current plan matches your desired wishes.
Understanding potential risk of disinheriting those you love.