This class addresses lifestyle implications and financial considerations in your 50s, 60s and 70s. It goes not only into your life and financial plans, but also what is required of you at specific ages. Topics include penalty-free withdrawals from retirement plans, required minimum distributions, Social Security and Medicare, as well as understanding the language of Social Security and when you should take it. We will also cover why you should diversify your portfolio and what you need to consider regarding your healthcare plan in retirement. No materials are needed. Presented by: Kelly Campbell of Campbell Wealth Management.
1 lesson @ 1.5 hrs, $7/$5 MCC district residents
9025.320 Tu, 2/18 10:30 a.m.–noon