Learn how to:

• Identify the primary threats to your retirement savings
• Plan your retirement income to preserve a comfortable lifestyle
• Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning
• Align your investments with your attitudes, risk tolerance and objectives
• Apply strategies designed to increase Social Security retirement benefits
• Calculate whether you should convert your IRA to a Roth IRA
• Maximize tax efficiency of withdrawals from mutual funds and IRAs
• Evaluate and plan of health care, long-term care, incapacity and end of life decisions
• Become more mentally, physically, and socially active
• Calculate your IRS-required minimum distributions
• Determine how many years your retirement savings may last
• Allocate your assets to minimize risks and maximize income
• Use new tax laws to your advantage
• Make sure your heirs don't "blow" their inheritance
• Use five estate tax reduction techniques