Whether you’re fast approaching retirement or soon-to-be retired, do you find yourself wondering if you’re making the right investment decisions? If you’re making the most of your retirement plans? Questioning if you could be incorporating various tax savings strategies and techniques to potentially keep more of your hard earned savings? How distributions and the current market environment could impact your retirement plan? Come join us as we discuss these issues and more.
In this informative class retirees and soon-to-be retirees will learn how to make the most of their 401K’s, 457’s, 403b’s and IRA’s in retirement. You will learn the advantages and disadvantages of different types of retirement plans. You’ll find out how to develop a retirement income plan. You’ll discover what to watch out for when Required Minimum Distributions are approaching. You’ll learn the impact of inheriting a 401K, 457 or 403b versus an IRA has on beneficiaries. Our goal is to help you live a more joyful and successful retirement by providing you with great information you can utilize in your own retirement planning.
Presented by Patrick Shope of Shope and Associates, everyone is welcome.
This Program is Part of Money Smart Week. Register at the Adult Reference Desk or call 734-426-4477.