March 10, 2022
10:00-11:00 am
According to a national survey, some of the top worries for retirees are maintaining a certain lifestyle, outliving income and/or health care costs in retirement. Other worries include market volatility, impact of taxes on retirement, when to take Social Security and long-term care, etc.
Planning for retirement income has become more onerous for retirees because the responsibility for funding retirement has shifted to them.
Join Wei Zhang, Certified Financial Educator® with a national 501(c)(3) non-profit organization, for an in-depth discussion on the typical sequence of spending and the planning opportunities to minimize the tax impact in retirement.
COME TO LEARN:
- Major Risks that Could Impact Your Retirement Income
- Typical Sequence of Spending
- Tax-efficient Retirement Income Strategies
- Non-taxable Social Security Income
- Health Saving Account (HSA)
- Tax advantage of Life and Long-Term Care Insurance
- Roth Conversion
Attendees are eligible for a one-hour complimentary Q&A session with the instructor. Please feel free to bring your current policy for a review, if needed.
The YMCA EDUCATION SERIES (YES), formerly the Adult Education Series, is a series of presentations offered by experts in their field who share their expertise regarding topics of interest to our community as free live programs which are also recorded as podcasts and made available on the NSYMCA YouTube Platform. www.nsymca.org/yes