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Retiring Soon? Class Helps with Retirement Planning

It’s never too soon to start planning for your future and your family. Iowa Valley Continuing Education is offering two different estate planning courses for those considering retiring soon.

Often thousands of dollars in taxes and fees can be avoided by good planning!  Estate Planning for Empty Nesters (Class ID 9864) will provide information to help you work more effectively with your professional and legal advisors. The topics include property ownership, wills, federal and Iowa inheritance taxes, gifting, nursing home insurance and planning, trusts, and gift taxes. This program is beneficial to everyone, not just farmers. This class will be held on Wednesday, March 2nd from 6 to 8:30 pm at IVCE in room 610.

Thinking of retiring in the next few years but are confused by all the advice? Retiring Soon? – An Alternate View (Class ID 9863) will be a realistic discussion about when to take Social Security, Medicare and Supplemental insurance, Roth and Traditional IRA distributions, continuing to work, and the income tax consequences of each. You will hear examples, numbers, and some suggestions you will never get from the popular media and traditional advisors. This is not a sales pitch. There will be time during class for questions. The class will be held at IVCE in room 608 on Wednesday, March 23rd from 6 to 8 pm.

The instructor for both classes, Steve Kenkel, is a lawyer who has been dealing with these issues for more than 35 years. The cost of each class is $30, or $20 each for couples registering together. Register online at https://iavalley.augusoft.net/ or call IVCE at 641-752-4645 or 800-284-4823.

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