Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.
Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
Evaluate variables to incorporate and update when providing financial and tax guidance.
Assess and predict future income and ways to manage future tax brackets.
Formulate in basis planning for the surviving spouse.