What Is Retirement Planning? Steps, Stages, and What to Consider

Did you know that strategically timing the withdrawals of your retirement income can potentially lead to thousands of dollars in savings over the course of your retirement? Join us at the Wentzville Rec Center for an educational workshop covering Estate and Tax Planning for Retirement on Thursday, September 11, from 6:00 - 7:15 pm. But that’s not all, you’ll also learn about: • The official new tax reform rules and their impact on your retirement • How lost deductions may affect your taxes in re

Math Drives Every Retirement Decision. What account should I take retirement income from when the market is up? What about when it is down? Should I take the lump sum or pension option? When should I start taking retirement withdrawals? Are 4% withdrawal rates right for me? At the Retirement Education Foundation, a national charitable program, we have learned from teaching tens of thousands of Michigan families that these questions are common and can be crippling. What we've taught to thousands

💰 Taxes can be your second largest retirement cost, yet most plans ignore them. The Retirement Education Foundation, a national nonprofit, offers an in-depth retirement planning course designed to bring all the pieces together: taxes, income sources, spending sequence, and risk management. 📚 This isn’t about market predictions or sales pitches. It’s about building a well-coordinated, tax-smart retirement plan that supports the life you want. 📍 U of M - Dearborn: December 3 & 10 ✨ Seats are li

Roth IRA vs. 457 Plan: Key Tax Advantages and Contribution Limits

457 Plans Explained: Withdrawals, Rollovers, and Tax Implications