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Date:
March 20, 2019
Time:
6:00 PM - 7:00 PM
Location:
Tolzman Community Room
Address:
11345 N. Cedarburg Road
Mequon, WI 53092
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Social Security and Taxes in Retirement

Wednesday, March 20, 2019

The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: the ways to collect Social Security and how it is taxed, costs and benefits of delaying collection of Social Security and/or pre-tax retirement savings, and different types of Retirement Income strategies.

The Retirement Classroom is a leading educator of topics relevant to today’s retiree. We bring top professionals in the retirement market to provide the community non-biased education instead of a sales pitch. The Retirement Classroom commits itself to preparing today’s retirees to be well-informed and confident in planning and carrying out their retirement aspirations and strategies.