Are you worried about your financial ability to retire or that you might outlive your retirement assets? Let this two-part workshop answer all your questions. The workshop will cover Social Security rules and strategies, how to access your retirement accounts, calculating your Required Minimum distributions (RMD), reducing investment risks in your portfolio, “Stretch” IRA and Roth IRA tax delay strategies, Will and Trust planning, and what to spend 1st, 2nd, and 3rd in retirement. Start planning your retirement now! This workshop is designed for individuals who are planning to retire within the next year or who have recently retired.
2 classes @ 2 hours each at Adult Learning Center
2244 (01), Oct 21 to Oct 28, 6:00 PM-8:00 PM, Wednesday