Income in Retirement - Building a Reliable Financial Foundation
Retirement planning doesn’t stop once you leave the workforce—managing your income in retirement is just as important as building your nest egg. This session provides an educational overview of how to create and sustain income throughout retirement.
We’ll cover:
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Income sources – Social Security, pensions, personal savings, and investments
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Withdrawal strategies – tax-efficient distributions and understanding required minimum distributions (RMDs)
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Risks to plan for – including inflation, healthcare costs, longevity, and IRMAA
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Helpful tools and resources – for monitoring and managing income over time
- Budgeting – aligning your retirement lifestyle with expected and unexpected expenses
This educational session will provide clear, practical information to help you better understand retirement income strategies and how to manage them over the long term.
