Securing a Comfortable Retirement

Sep 29
8:00 - 11:30 a.m.

Penn State Great Valley - Main Bldg
Malvern - Map

4-Tax
CPE Credits

Help clients determine how much retirement income is necessary to sustain their desired lifestyle. Develop a Plan B if the ideal retirement goal is not achievable. Recognize the role of various investment types, including life insurance, annuities, mutual funds, equity holdings, and bonds.
Highlights

Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement
Developing a three-legged stool of employer retirement, savings, and Social Security
Distribution/asset liquidation planning, including the pros and cons of various annuity options and strategies for using qualified plans and IRAs, beneficiary elections, and trusts
Identifying retirement planning variables such as travel plans, housing plans, medical needs, and family needs
Using the residence and other real estate as retirement assets through equity and rent
Using a small business as a retirement income source
Sustainable portfolio withdrawal rates during retirement for differing stock, bond, and cash asset allocations, inflation rates, tax deferred accounts, and taxable accounts