Event Details
This workshop focuses on planning for retirement income from investment accounts outside of a pension, such as 403(b), 457, and IRA accounts. Participants are introduced to two broad approaches for turning these savings into retirement income and learn how each addresses key planning challenges. Topics include managing market volatility, understanding sequence‑of‑returns risk, creating income that lasts a lifetime, building flexibility for economic downturns, and planning for the use of appreciated assets. The workshop also covers essential tax considerations and provides guidance on how to evaluate and select financial advisers.
Helpful Webinar Pre-work
Gathering your financial information and reviewing your financial statements will greatly enhance your learning experience.
Registration Details
Register to attend this virtual workshop presented by Iowa State University Extension and Outreach.