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June 13, 2022

June 2022 Question Of The Month

Hello. I inherited a traditional IRA from my mother who passed away in 2020 ...

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May 17, 2022

May 2022 Question Of The Month

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

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May 2, 2022

How To Save Your Retirement Plan From Inflation

There is a word that starts with the letter ‘I’ and that describes a ...

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April 11, 2022

April 2022 Question Of The Month

“Hello. I inherited a traditional IRA from my father a few years ago and ...

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March 18, 2022

March 2022 Question Of The Month

“Hello. I am currently working; however, my spouse is not. I have heard of ...

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March 1, 2022

Will Your Retirement Plan Survive and Advance?

The month of March is basketball tournament time, and the theme for this time ...

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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.