2017 Ready or Not Retirement Webinar — Practical Skills Credit • Stephen Mallory
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
~ 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