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January 8, 2025

January 2025 | New Year Brings New Rules And Laws

We are into a new year, and as always, a new year brings new ...

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January 1, 2025

January 2025 | New Year’s Resolutions for Your Retirement Plan

At the beginning of every year, people tend to evaluate their lives and determine ...

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September 6, 2024

September 2024 | Question of the Month

“I am 65 and planning on retirement in a few years. I am trying ...

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August 23, 2024

August 2024 | Question of the Month

“My wife and I are both 65 and just retired. We are trying to ...

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July 10, 2024

July 2024 | Question of the Month

“I have heard a lot about the benefits of the tax-free Roth IRA. However, ...

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June 6, 2024

June 2024 | Question of the Month

“I recently completed my tax return for last year. I pay for a service ...

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The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.