There are many pieces that go into an individual retirement plan. How and when will you file for Social Security? What choices will you make with Medicare? What about IRAs, 401(k)s and company and public pensions? What about preparing for the expense of long-term care healthcare if it becomes needed? Will your income stream match your longevity? How about your estate and loved ones?
Everyone’s retirement situation is different. But knowing the fundamentals and having a grasp on the various pieces of what you need to for your needs is the first step in making that happen.
Important questions to answer when making Social Security a part of your retirement plan:
Strategies Social Security may not tell you about
The power of “file & suspend”
Tax implications and how that may impact investments
Divorced and surviving spouse benefits
…and hundreds more tips
What you will learn at the Puzzled by Retirement workshop:
Income sources…where will your money come from?
Managing withdrawals…will your money last?
Concerned about market risk?
Taxes and inflation
Rising healthcare costs
What if you live a long life?
5 most important estate planning documents
Golden Community Center
1470 10th Street
Golden, CO 80401