17
June
Beyond Retirement: Building a Lifetime Income Plan
Description
Discover how to secure your financial future! We'll explore various types of lifetime income—guaranteed, quasi-guaranteed, and not guaranteed—along with their costs, pros, and cons. You’ll learn the tax implications of each type. We will also discuss effective withdrawal strategies and talk about choosing appropriate type(s) of income for your unique situation. And lastly, we’ll provide examples of mix-and-match solutions to create a robust, lasting financial plan.
Date and Time
Tue, Jun 17, 2025
12:10p - 1:10p EST
Location
Indian Valley Public Library
100 E. Church Ave.
Telford ,
PA
18969