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Topics > Financial Management & Budgets
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Guide to Retirement for Sustainable Income in Retirement
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$59.00 (1 section available)
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The guide to Retirement course is designed to help those planning for retirement and those already retired learn the various pitfalls one may face in retirement and strategies to help you better go through and prepare for retirement. The good news is that many are entering retirement with substantial monies in investments and retirement accounts. The bad news is that the rules associated with how to take distributions from those accounts are complex and not well understood. We will discuss the four phases of retirement and how to effectively plan for each, what you need to know about your retirement accounts and how distribution planning for retirement is different from accumulating for retirement. Join us to learn various ways to help prepare for a retirement life free from financial concerns.
Please call 412-788-7535 for the link to the Zoom class for the Tuesday 1/21/25 offering.
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Plan Well...Enjoy Retirement
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$59.00 (1 section available)
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Take control of your retirement with the 'Plan Well.Enjoy Retirement' class. This is an empowering course for retirement readiness. You will learn through essential strategies to understand all aspects of retirement planning including expenses, inflation, IRMMA taxes, investment strategies and ROTH conversions. All of this so you can have the retirement lifestyle of your dreams. Participants will receive a personalized retirement plan following the class to help turn your dreams into reality including in your class fee.
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