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Finances: How To Create a Confident, Worry-Free Retirement
Finances: How To Create a Confident, Worry-Free Retirement

Tue, May 28

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Virtual Session

Finances: How To Create a Confident, Worry-Free Retirement

Join Certified Financial Planners at Retirable share retirement decumulation strategies covering Social Security timing, tax-efficiency, determining your "safe-to-spend" number, understanding healthcare costs, and managing distributions for reliable income, followed by an interactive Q&A.

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Time & Location

May 28, 2024, 3:00 PM – 4:00 PM EDT

Virtual Session

About the discussion

Join the experts at Retirable as they share strategies for retirement decumulation—providing you have the tools to stay on track so you don't run out of money in retirement. Mckayla and Tyler are both Certified Financial Planners that specialize in the finer points of all things finance in retirement. Our session will cover the following, with an interactive Q&A:

  • Timing advice for Social Security, pensions and retirement accounts

  • How to apply tax-efficient strategies to your retirement

  • Discovering your retirement "safe-to-spend" number so you can maintain your lifestyle

  • Understanding the impact of current and expected healthcare costs throughout retirement

  • Distributions needed to create reliable income and cash flows through retirement

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