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 how to get the most from your Social Security benefit. We will cover topics such as the long-term health of the Social Security program, how to figure out how much you can expect to receive in retirement, when you should apply for Social Security benefits, how to coordinate claiming strategies with a spouse, ways to minimize taxes on Social Security benefits, and other important considerations for maximizing your Social Security benefit.

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.