Retirement Planning Class

Description

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’s 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 class on Retirement Income, you’ll 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’ll
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 methods you should consider, a
sustainable withdrawal rate, and the best order
to tap various accounts

Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and JGA are affiliated.