Past Webinar – Withdrawal Plans: Where Does Money Come from in Retirement?
Withdrawal Plans: Where Does Money Come from in Retirement?
You’ve worked hard your whole life. And you’ve done the job of saving for retirement so you can actually retire. And now you’ve arrived! Or maybe you’re at least close to your final destination. Congratulations! You did it!
But shifting from a lifetime of saving for retirement to actually spending that money in retirement is a massive life change. And many of our clients really struggle with the transition: Where do I start? Do I have enough saved? What amount should can I safely withdraw every month or every year? Should I prioritize or count on one income stream over another? Do I need to change my investment mix?
Join MainStreet Financial Planning Founder Jim Ludwick, CFP® for a presentation and discussion of the various approaches and strategies available to retirees. He gives an overview of different approaches: historical, reverse-historical, and combination, tax-sensitive. He also shares different retiree investment and savings strategies. Jim will also discuss the latest thinking on withdrawal strategies and various tools available to today’s retirees.
MainStreet Financial Planning webinars on select topics are open to the public. All webinars are available to all Continuous Service Clients. Attendees will have an opportunity to ask live questions after the presentation.