Retirement University – Part 2: Income Planning & Tax-Smart Retirement Strategies

Program Type:

Class

Age Group:

Adults

Program Description

Body

Make Your Money Last

Income Planning & Tax-Smart Retirement Strategies

What you’ll learn:

  • How to build reliable, predictable income that lasts for life
  • The right mix of accounts
  • How to reduce taxes in retirement: RMD strategies, Roth conversions, and smart withdrawal sequencing
  • How to keep more of each Social Security check with better tax planning
  • Avoidable pitfalls that drain retirement savings

Presented by Jaime Ragins, registered financial consultant and representative of SOFA, The Society for Financial Awareness, a nonprofit organization devoted to financial literacy, providing free seminars to educate people on best financial practices.

Registration is encouraged.

Please note:

Any person with disabilities who wishes to attend an event and requires a special accommodation should notify the Moline Public Library (see Contact Info on this page). Please contact the Library at least 24 hours in advance.