Personal Finance   

This workshop will examine how individuals and couples can plan for a sustainable income in retirement. We will examine how households can coordinate income from different sources, including pensions, Social Security, and retirement savings to develop a plan for navigating retirement. We’ll look at academic concepts in a practical manner and work through a case study that ties it all together. Repeat remote workshop. Format includes lecture.

This workshop will cover key considerations for planning for taxes in retirement. We will cover topics such as how various types of income are taxed in retirement, how to avoid Social Security and Medicare tax traps, how to take distributions from retirement accounts in a tax-efficient manner, and charitable giving in retirement. We will consider tax planning strategies from the perspectives of both those who are already in retirement and those who are still working toward retirement. Repeat remote workshop. Format includes lecture.