Retirement Income Planning
Course # 184
Where will your income in retirement come from? This program discusses common retirement vehicles and how to take income from them. We will also review tax consequences of taking income from various investments, including social security and pension income and how people in retirement typically allocate their portfolios to generate income.
- Discuss common investment vehicles people use for retirement income and how they take income from them.
- Discuss tax consequences of various income options.
- Discuss typical allocations for those in the early stages of retirement.
Participants (audience course is aimed at):
Those planning to retire soon and wanting to learn how to take income from their investments.