Seminar - Sources of Retirement Income

Although people often think of retirement as a time when they stop working – and no longer earn an income – the reality is that a well-crafted retirement plan should include several sources of reliable income to help you support your retirement lifestyle.

Planning for retirement income is an important part of your long-term financial well-being. In this seminar, we'll outline common sources of retirement income including 401(k)s, IRAs (Traditional & Roth), Social Security, Annuities and other secondary sources of income. We'll also discuss the importance of aligning types of income and expected expenses (4-box strategy).