Live Webinar
Retirement Planning—October 16, 6:00 p.m.–7:30 p.m.
Retirement Planning for 2025 and beyond
As inflation and economic uncertainty continue to impact Americans’ purchasing power, strategic tax-planning initiatives have become an essential tool in preserving financial stability. If you are planning to retire in 2025 or shortly thereafter, consider the following:
- Is your portfolio retirement-ready? Will it generate the income you need?
- Calculate how much you should withdraw in retirement. The 4% rule is a common guideline, but individual circumstances may vary.
- Determine what your retirement portfolio should look like.
- Plan for the impact of taxes in retirement and consider seeking professional advice.
- Plan for inflation in retirement and understand the impact of inflation on retirement spending.
- Consider investing in stocks or real estate to outpace inflation.
Planning is critical to your financial future.
Starting at an early age allows you to retire early. It allows you to gauge whether you are “on track” to afford your desired lifestyle in retirement. It provides important considerations such as the establishment of an emergency reserve of three to six months of expenses, which for retirees can be key to staying on track. It is often a long-term journey that requires diversification beyond cash. If you’re planning to retire in 2025 or shortly thereafter, now is the time to review your plans to determine your readiness. If you are years from retiring, don’t put off your planning. Start early so you can retire early.
Join us for this webinar and learn how to make the most of your retirement years.
Attend this webinar and learn more about these topics:
- Life After 60: the financial timeline
- How to define your retirement goals
- How much money you will need in retirement
- How pension is calculated and received
- When you should collect Social Security
- How to invest retirement plan assets, and more
