Maximizing Your Retirement Income
Finance/Law | Available (Membership Required)
Join Stacey Bendfelt for this enlightening presentation on Maximizing Your Retirement Income. You may be lucky enough to experience the gift of longevity, as many of today’s retirees are expected to reach their 90th birthday and beyond. As you enjoy this exciting phase of your life, your financial and insurance plans should evolve with you. This session will cover essential strategies to help you maximize your income in retirement:
- When to take Social Security: How to get the most out of your benefits.
- Qualified Retirement Accounts: Insights into 401(k)s and IRAs.
- Investment Assets: Tax efficient investing options.
- Annuities: Creating a reliable income stream.
- Working in Retirement: Balancing work and leisure.
- Long-Term Care: Planning for future healthcare needs.
Don’t miss this opportunity to plan for a more comfortable and enjoyable retirement!
- Stacey is a Financial Advisor and Chartered Retirement Planning Counselor specializing in maximizing retirement income. She assists clients in defining their ideal retirement lifestyle and creating personalized plans for financial independence. Stacey excels in optimizing distribution strategies, tax-efficient investing, and long-term care planning. Her commitment is to guide clients through their evolving financial needs, so they can enjoy a more fulfilling retirement. (staceybendfelt.com)