Date/Time:
Wednesday, January 15th at 6:15 pm - 8:15 pm

Location:
Del Mar College – Center for Economic Develpment – Room 118
3209 South Staples
Corpus Christi, TX 78411

Del Mar College
Center for Economic Development – Room 118

Retirement Income Planning
Course Code: RJVDMC0115

Classes Starting Soon … REGISTER TODAY!

COURSE REGISTRATION –
Tuition is FREE, but you must register in advance to attend this course.
Spouse or guest may also attend at no cost.

Register online now or
REGISTER by phone   361-298-1802   (lines open 24/7)

 

RETIREMENT INCOME PLANNING 

This course will clearly show your options in the 401(k) rollover process, helping you avoid common mistakes and misperceptions that could cost you real money as you enter or approach retirement. Meeting your investment objectives requires an investment plan based on the best way to invest for your retirement. A plan is necessary – it is your map to financial prosperity in your retirement years. Realistically, Social Security may not pay for all of your living expenses in retirement. S.S. and employer pension plans will become smaller and smaller portions of retirement income. Personal savings and accruement will become more and more necessary. People living longer, thus needing more income. This course will help you sort out all the options surrounding 401(k)s, and help you choose the wisest plan for protecting your hard-earned savings.

What You Will Learn

• Different types of rollovers, and the pros and cons of each
• When you should leave your 401(k) where it is, and when you should move it
• When conversion from 401(k) to a Roth IRA might make sense for you
• Types of IRA distributions, and which ones make the most sense according to your retirement plan