Your 60's: The Decade to Refine Your Retirement

Description

Your 60s are the pivotal decade where retirement stops being a distant concept and becomes a real transition. Social Security, Medicare, pensions, withdrawals, and required minimum distributions (RMDs) all converge—making this the decade where clarity matters most. 

In this workshop, you’ll learn how to transform your savings into a reliable, tax-efficient retirement income plan and avoid the costly mistakes many retirees make. What You’ll Learn:

✅ How to build a sustainable retirement income plan 

✅Create a smart withdrawal strategy that balances predictable and un-predictable, market-based income.

 ✅When and how to claim Social Security: Understand the tradeoffs between claiming at 62, FRA, or 70—and the impact on spousal and survivor benefits. 

✅Medicare timing, IRMAA rules, and healthcare planning 

✅ Evaluate Roth conversions, tax-bracket management, and strategies to minimize future RMDs. 

✅ Learn when RMDs begin, how they’re calculated, and how to prepare now to reduce tax shocks later. 

✅ Explore the non-financial side of retirement—identity, purpose, time freedom, and where you want to live. Your 60s are when key decisions converge—and the right move at the right time can dramatically shape your future. 

Registration Link: https://shorturl.at/YtZcT