Making your money last throughout retirement has never been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges.
This course helps you develop a personalized retirement income plan.
Find out how to:
- Determine what percentage of your assets you must withdraw to meet expenses
- Estimate how many years your money may last and make any adjustments needed to help your money last longer
- Calculate the impact of investment choices, rate of return, and inflation on your plan
- Make good decisions with IRAs, Roth IRAs, and required minimum distributions
- Maximize your estate planning, the objective being to give as much as possible to family, friends, and charities, while giving as little as necessary to the government.
- Determine what your risk tolerance may be, and understand how important it is to align your investment behavior with your attitudes, risk tolerance, and goals.
Tuition is $39 and advance registration is required.
Location Dates & Times
BridgeValley Community & Technical College
South Charleston Campus
2001 Union Carbide Drive
South Charleston, WV 25303
May 9th and 16th
9:30 a.m. to 11:30 a.m.
— OR —
May 14th and 21st
1:00 p.m. to 3:00 p.m