RETIREMENT INCOME & DISTRIBUTION PLANNING
AUGUST 8TH | 11:30 AM – 1:00 PM
13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154
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Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider. Complimentary lunch will be provided.
What you can expect to take away from this presentation:
- What goes into a comprehensive retirement cash flow analysis and why it is so critical to ensure you don't outlive your assets.
- How to incorporate healthcare costs, long-term care expenses, required minimum distributions (RMDs), roth conversions, and social security claiming strategies into your plan.
- An understanding of how your annual spending needs impact how to best allocate your investment assets between equities and fixed income.
- What assets to pull from and when to meet your retirement needs.
Who should attend? Current retirees or those anticipating retirement in the next 10 years and who are uncertain about how to strategically deploy their assets in retirement to best meet their needs.
