The time has finally come to retire. But, now what? We are all told we should save for retirement, but no one ever talks to us about what to do once we get there. For example, how much money is safe to take from your accounts without the risk of running out of money? How will withdrawals affect your taxes? How much risk should you be taking in your portfolio given your age and need for income? Will your spouse be provided for when you are no longer alive? Which accounts should you take money from first in retirement? How do you know which investments you should sell when you want to take income? Does it matter? How does Social Security factor into your IRA withdrawal strategy? The answers to these questions (and many more) will be addressed in this informative seminar.
Presenter: Sarah Graham, a financial advisor at VLP Financial Advisors.
1 lesson@ 1.5 hrs, $7/$5 MCC district residents.
9026.319 Tu, 4/23 10:30 a.m.-noon
to have positive experiences. Join us for many social, fun and learning “Senior Moments.” To serve you better, we ask that you register in advance. This helps the instructor plan and assures us that there is interest in the course offering. The 10% senior discount applies to ages 60+ with course fees of $50 or more.