Education Events in Palm Beach Gardens

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