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A+ Certification Prep: HardwareNOS-3100AE1 available classes

Start preparing for CompTIA A certification as you learn PC basics and troubleshoot in a real world PC environment. The Basic CompTIA A Certification Prep course teaches you about the hardware common to virtually every personal computer, including microprocessors, RAM, pow...

Accounting FundamentalsACC-3150JE1 available classes

The demand for accounting professionals currently exceeds supply, so if you're interested in increasing your financial awareness while gaining a marketable skill, this course is for you. This course offers a solid foundation in financial matters. You'll learn the basics of d...

Accounting Fundamentals IIACC-3150IE1 available classes

If you're interested in increasing your financial awareness and accountability while also gaining a marketable skill, this is the course for you.In this course, you’ll explore special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest...

ACE Personal Trainer with Fitness and Health InternshipSEF-3001DTG1 available classes

This online instructor-led course prepares you with the knowledge and understanding necessary to prepare for the American Council on Exercise (ACE) Certified Personal Trainer (CPT) certification exam and includes the opportunity to complete an on-site fitness field internshi...

Administrative Dental AssistantSEF-3001BYG1 available classes

As an Administrative Dental Assistant, you will perform as a professional dental staff member and work on behalf of the patient as well as the dentist. This exciting Administrative Dental Assistant Online course can help you gain entrance into the Dental Assistant career pat...

American Heart Association BLS Instructor CourseSAF-3023C41 available classes

This course is designed to prepare the instructor candidate to teach AHA instructor-led, blended learning course formats. The course shows participants how to use teaching materials, make sure learning objectives are met, provide coaching skills, evaluate skills and performa...

American Sign Language 3COM-3709H21 available classes

Take your ASL proficiency to the next level! Building upon the fundamentals from levels 1 and 2, this course provides a deeper dive into complex grammatical structures and advanced vocabulary. You will learn to sign with greater fluency, expression, and precision. In additio...

Associate Professional In Human Resources (aPHR) Certification PrepSEF-3001FH11 available classes

Are you a recent graduate with an interest in an HR career, a professional looking to switch careers or advance your career, a manager who wants to expand your role, a member of the military seeking HR development, or transitioning into a civilian HR role? This (aPHR) prep c...

Auto Body Restoration - Mini SessionAUT-3109B71 available classes

Are you interested in auto body restoration? This course provides knowledge and skills in automobile construction and design; cleaning, removing, and installing parts; painting; use of tools; safety procedures, and more. Students will participate in realistic training activi...

Auto Dealers Pre-Licensing 12 Hour CourseSEF-3001E72 available classes

This course is approved by the NC Division of Motor Vehicles for the initial licensing of independent auto dealers. It covers licensing requirements, state and federal laws, frequently-used forms, dealer license plates, and vehicle safety inspections.

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Course

Making Your IRA or 401K Work for You: Proven Strategies to Lower Taxes, Fees & Risk

Name

CSP-4000HN2

Available Classes

Not currently offered.

Description Course Outline Requirements Intended Audience More Details

Description

Is your individual retirement account (IRA) set up to earn the maximum return possible? Review the top 5 blunders people make with their IRAs and how you can avoid them. Discover how required minimum distributions have changed for your benefit, and how you may be able to increase the value of your IRA even after retirement! Receive classroom materials and resources for retirement planning including a custom IRA analysis. Through these interactive sessions, exercises and examples, you’ll discover how to be better prepared for your retirement. This course is for educational purposes only, and is not intended for financial advertisement.

Course Objectives

learn how to prepare for retirement and how to avoid the top 5 blunders made with IRAs.
learn the top IRA, 401(k), 403(b) and TSA blunders and how to avoid them!
learn new strategies that may help to avoid losing a large portion of retirement funds to taxation.

Outline of Instruction

Learn the top IRA, 401(k), 403(b) and TSA blunders and how to avoid them!
Learn new strategies that may help you avoid losing a large portion of your IRA to taxation.
Discover how to increase the value of your IRA even after retirement.
Understand how RMDs or required minimum distributions have changed and how you can take advantage of these changes in retirement.
Understand how stretch IRAs work and how they can provide income to your beneficiaries over their lifetime.
Learn how to select the ideal custodian for your stretch IRA.
Learn who should be named as a beneficiary and HOW the process works.

Contact Hours

1.5

CEU's

Industry Standard, State, or National Certification

CE to CU Articulation

Prerequisites

Text and Supplies Needed

Clinical Site/Special Facilities

Requirements for Successful Completion of this Course

Attendance 100%
Participation

Accreditation/Special Approval Requirements

Intended Audience

Specific Industry or Business Support Needs

Industry or Job Titles Related to training Outcomes for Employment

Related Courses

Course Contact Information

Community & Career Education Staff

cce@waketech.edu

919-532-5700