Will You Have Enough Income in Retirement?
Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a "one size fits all" plan, there are steps you can take to maximize the possibility of a financially secure retirement.
In this seminar on Retirement Income Planning, you'll learn:
- How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
- Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
- How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate and the best order to tap various accounts
Click below for event and registration details.
This event will be presented virtually via WebEx.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional. LPL Financial Representatives offer access to Trust Services through the The Private Trust Company N.A., an affiliate of LPL Financial.
Prepared by Broadridge Advisor Solutions Copyright 2022.
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Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency
||Not Credit Union
|Not Credit Union
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