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2017 Ready or Not Retirement Webinar (2.23.17) • Stephen Mallory

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February 23, 2017 • Eugene

Ready or Not Retirement Webinar

This item is FREE for members.

This retirement/financial planning webinar is for those who may retire in the next ten years or who are already retired.

Stephen Mallery, Mallery Financial, Eugene, Eugene         
(1.0 practical skills credit)

• Adding it all up
— How much will I have from guaranteed income sources?
~ Social Security timing
~ Pensions
~ Annuities — pros and cons
— How much can I withdraw from investment accounts each month?
• Fun with “buckets”
— Tricks for structuring your assets in retirement
• Income taxes
— How to keep as much of your income as possible


Recorded February 23, 2017.