01/18/2020 at 9:00 am - 11:00 am Location:
Schoolcraft College - Liberal Arts Bldg - Room 270
1130 E. Main Street
Livonia, MI 48152
Liberal Arts Building – Room 270
Retirement Income Planning
Course Code: RPWSC0118
This course is offered FREE of charge, but Advance Registration is required. Space is limited so register early!
Register on-line now! or
Register by phone – Call 734-526-4214 (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 misconceptions 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 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 are 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
Join us for this insightful class and gain confidence through financial education!
Reserve Your Spot
Bookings are closed for this event.