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Retirement 101: the How to class

Retirement 101: the How to class

All you need to know about Taxes & Market Volatility.  Learn strategies to help you have a successful portfolio in retirement.

If you are 10 years before or already retired this is for you. 


• Key metrics for portfolio optimization 

• Evaluate  your standard deviation and sharp ratio why this is important 

•How to measure risk

• Tax changes that are forthcoming, how to be proactive vs reactive 

Your IRA could be a huge target for Uncle  Sam