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Retirement Income Planning: Life after Work


Adult and Senior / Special Interest -
Adult Enrichment 2020-2021

Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will you live? Where will your income come from? How can you make it last? Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it. We will cover:

  • 6 questions to ask before you retire
  • How to determine how much income you will need in retirement
  • The 4 primary sources of retirement income
  • 4 popular withdrawal strategies and the pros and cons of each
  • How retirement income is taxed
  • 5 tax planning strategies in retirement
  • A retirement income action plan
 October 2020 
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L315F20

  Robert S Davis


Lenox Community Center : Rm 115 Craft Room
Thursday, Oct 22
6:30 - 8:30 PM

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