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URL:https://www.learndesk.us/class/6247818232594432/lesson/8ade583dba166551fd53c13bdf533c17?ref=outlook-calendar
SUMMARY:Unit 3 - Retirement Income Planning
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/8ade583dba166551fd53c13bdf533c17?ref=outlook-calendar
DESCRIPTION: 

Guaranteed Sources

How to efficiently fund retirement lifestyle. Exit strategy.


When should I take Social Security?

When should you turn on your social security benefit? 62, 66, or 70?
If you’re married, can you coordinate the timing for maximum benefit?


Non-Guaranteed Sources

Liquidate real estate, inheritances, trusts, rental income, and other sources.

All income streams mapped and put through a tax filter to find out the best way to create that retirement paycheck


RMD (Required minimum distribution) from tax-deferred plans


But I don’t need the money…

Preferred the money stay in the account and grow? Government demands that with drawls be taken and increasingly large amounts each year and pay taxes on it
Penalties for early withdrawal prior to age 59 ½
Need income modeling based on the distribution strategy for each investment for retirement income planning





https://www.learndesk.us/class/6247818232594432/lesson/8ade583dba166551fd53c13bdf533c17?ref=outlook-calendar
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