Course Detail: O_RETINC - REMOTE - Retirement Income Planning

This workshop will cover key considerations for generating a sustainable income in retirement. We will cover topics such as: how to coordinate Social Security with other retirement income sources; how to coordinate distributions from different types of retirement accounts in a tax-efficient manner; why navigating the ten years before and after retirement are so crucial to retirement income planning; and how to put together your own dynamic retirement spending strategy.

Course Pre-requisites
(required) OLLI Membership 2024-2025

 Session Information: OPSUM24_R_WS_RETINC (24 seats (80%) remaining)

Schedule: Every day, starting on 07/26/24 and ending on 07/26/24
Times: 09:30am-11:30am EDT
OLLI Workshop Short $20 : $20.00

Instructors

Name Additional Resources
Derek Tharp

Facility Detail

Zoom
Your Street
Your Town, ME 00000