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February 16, 2023

February 2023 | Question of the Month

“Hello.  I am retiring at the age of 57.  I will need to use ...

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January 19, 2023

January 2023 | Question of the Month

“Hello. I am 80 years old and took a $10,000 distribution from my IRA last ...

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December 15, 2022

December 2022 | Question of the Month

“Over the last several weeks, you have mentioned the different deadlines coming up for ...

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October 25, 2022

October 2022 | Question of the Month

“Hello.  Unfortunately, our retirement savings has taken a very big hit this year.  Most ...

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September 21, 2022

Question of the Month | September 2022

Question of the Month “Hello.  I am 65 and planning on retirement in a ...

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September 12, 2022

August 2022 | Question of the Month

“My wife and I are both 60 years old and are retiring this year.  ...

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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.