Retirement Income Decisions – Retirement Planning 2 Years Out

Created: Business to Individual

Will you have enough money? Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there is no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.

In this seminar on Retirement Income Planning, you will learn:

  • How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
  • Steps to estimate the amount of money you will need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
  • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts
Become a Venue
James (Jay) Lindner, CFP®, ChFC®, CLU®
About James (Jay) Lindner, CFP®, ChFC®, CLU®
Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.