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