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Retirement Income Planning

Location:

36 Montford Avenue
Asheville, NC 28801 United States

Directions

Date:

June 28

Time:

10:30 am - 11:30 am

Retirement income planning is essential to understanding how much income you’ll need during your retirement years to create the lifestyle you want. This course is designed for anyone who is preparing for retirement or has recently retired. You will learn how to determine the amount of income you’ll need during your retirement years and strategies that will help you to properly allocate your assets, reduce risk, reduce or eliminate taxes on your income, and plan for a financially secure retirement. You’ll leave with a better understanding of your finances
and the knowledge to create an income plan that will last throughout your retirement.

We will discuss these important topics and more:
• How to estimate the income you’ll need during retirement
• How inflation, taxes, healthcare costs, and longevity can impact your planning
• How to manage risk and allocate your assets
• Ways to reduce or eliminate taxes on your income
• Strategies for generating predictable and reliable income for life
• How to manage income streams from Social Security, pensions, investments and other accounts

 

 

 

Lenoir-Rhyne University – Asheville Campus • Classroom 234 • 36 Montford Avenue • Asheville, NC 28801