At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.
You can book this retirement education seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.
Retirement Education – Free Seminar Sample
Saving Plan Options, Company Matching, Loans, Withdraws, Options Available at Retirement, IRS Rules, How to Rollover your Account to an IRA, 72(t) Rules, Social Security.
As the length of retirement increases, preparing for tomorrow has never been so important.
There will be an estimated one million people age 100 or above in the U.S. by 2030, compared to just 60,800 in 2007. (US Census Bureau)
Personal investing and participation in an employer-sponsored plan are becoming an essential part of successful retirement planning.
The distribution and consumption of these retirement assets can drastically reduce your future retirement income by terminating the long-term effects of tax-deferred compounding.
Other retirement education questions this workshop will help answer:
What are sources of retirement income?
How much can employees contribute to their company savings or retirement plan?
How much will my company contribute in matching contributions to the Savings Plan?
What are typical investment options in a company savings plan?
Can I take a loan out of my company savings plan?
What is the maximum loan amount that I can take out of my company retirement account?
What is an In-service withdraw?
What is Internal Revenue Code 72(t)?
How long do I have to follow the rules of 72(t)?
