You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you must make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events. Fortunately, there are sound ways to help stretch your retirement income.

At this informational workshop you will learn about the three different strategies that are commonly used for generating a tax efficient retirement income. At this workshop we will also discuss social security benefits and health care cost. Questions and comments are encouraged!