You’ve spent years saving for retirement — now it’s time to turn those savings into a reliable income stream. Are you confident in your withdrawal strategy?
Many retirees worry about running out of money, paying too much in taxes, or making costly mistakes when it’s time to take money out of their accounts. A smart, coordinated distribution plan can help make your savings last and support your retirement goals.
This educational seminar will walk you through strategies for turning your nest egg into tax-efficient, sustainable income.
What You’ll Learn:
✔ How to determine your retirement income needs
✔ The order of withdrawals: which accounts to tap first and why
✔ How to coordinate withdrawals with Social Security and pensions
✔ The impact of Required Minimum Distributions (RMDs)
✔ How to avoid tax pitfalls that can reduce your lifetime income
✔ Strategies to reduce risk while maintaining flexibility
Whether you’re approaching retirement or already there, this session will give you the tools and knowledge to create a more confident and tax-smart income plan.
Seating is limited — RSVP today!
📧 Email: admin@trianglefsinc.com
📞 Call: 515-282-8962
In Person:
Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Or on Zoom:
https://us02web.zoom.us/j/81868164035?pwd=kmNW5Sw5eALoKcKixVvEin1ghHAkdF.1
