Lesson 1
Retire When You Want
Lesson 2
Running the Numbers
Lesson 3
Sources of Income
Lesson 4
Investing Now
Lesson 5
Investing Now and Later
Lesson 6
What To Do? Where To Live?
Lesson 7
Medical and Other Insurance
Lesson 8
What It Will Really Cost
Lesson 9
Tax Attack
Avoiding Tax Potholes
General Rule
Before Age 59 ½ - SEPP
SEPP Issues
59 ½ - 70 ½
Age 70 ½
Where To Get Help
Lesson Summary
Homework
Quiz
Lesson 10
Making Your Money Last
Lesson 11
Your Heirs, Your Disasters
Lesson 12
Plan Review
The Motley Fool's Roadmap To Retirement Self-Paced Online Seminar
Lesson 9: Tax Attack
Where To Get Help

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You may feel more comfortable hiring a tax professional to help walk you through these issues. Just as you might use professional research material to help you select stocks, you can also use an expert to help you achieve your goals and provide suggestions to improve your overall financial and retirement plan. Heck, if nothing else, you might just want somebody to bounce ideas off. That certainly doesn't mean that you should walk unprepared into the den of the expert. Instead, you want the expert to smooth out the rough edges, allowing you to become an even more self-fulfilled Fool. We provide a few tips on getting the most out of your experience with an expert in this short article "When to Hire an Expert." 


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