RETIREMENT - NOW WHAT?

So, you are ready to retire! NOW WHAT?

What does retirement look like to you? Travel; visiting grandchildren; or worrying about running out of money?

What planning have you done to address your major financial and personal risks over an extended retirement period?

Do you have a strategy to use your qualified retirement plans tax efficiently?

Do you have a strategy to protect you and your family in the event of a long term care event?

If you are planning to leave your retirement plan ultimately to your children, are you aware of the impact of Secure Act 2.0 on that strategy?

Get a better idea of these and other retirement income obstacles in person or via Zoom on June 26, 2024.

For those concerned about food costs during retirement, we will provide pizza and salad (for there or to go!)

Learn more about our speaker Martin Lowenthal

Disclaimer: The Wharton Club and Bulfinch are separate entities and neither endorse or are affiliated with the other.