The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer.
By attending this class you’ll learn:
The ways to collect Social Security and how it is taxed
Costs and benefits of delaying collection of Social Security and/or pre-tax retirement savings