Event Details

Smart Ways to Plan for Retirement Account Withdrawals

Date: July 18, 2019
Time: 6:30pm-8:00pm
Location:
Greenwich Library

Approaching retirement? Have you thought through how to manage your retirement cash flow, especially your mandated withdrawals (RMDs)?  If you have multiple 401(k)s IRAs, Roths, brokerage accounts or multiple financial advisers, you’ll need to create a plan that you feel comfortable managing through decades of retirement. Your plan must accommodate multiple objectives (current income plus capital appreciation) and goals (lifelong income; legacy), and it has to fit you – not anyone else.  In this presentation, money manager and award-winning financial columnist, Julie Jason will answer the most commonly asked questions about ways to plan for retirement account withdrawals and answer questions that you may not even think to ask.

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