Retirement Seminar - Week #3

8-week Retirement Seminar. Presented by Mike Finley, The Crazy Man in the Pink Wig

Week #3: How to withdraw from a portfolio in a cost and tax efficient way using the 4% rule as a guide.

This eight week seminar teaches the individual "how to retire" financially AND psychologically as they embrace the next stage of their life. Information discussed includes how to make the numbers work and what numbers are important, managing pensions like IPERS and others, investing wisely and efficiently with an eye toward taxes and withdrawal strategies using low cost index funds, the 4% rule and how to apply it to a portfolio, Social Security strategies for individuals and couples, the ins and outs of insurance policies to include Medicare, and much, much more. The book, Graduation! will help you lay the groundwork for that next phase of your life. Financial freedom to follow!

Tuesday, April 16 at 6:00pm to 7:30pm

Cedar Falls Public Library
524 Main Street, Cedar Falls, IA

Event Type

Classes & Workshops

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