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Join Financial Security Discussion for Tips on Retirement Planning

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There are different ways to achieve financial freedom, like reducing debt, increasing savings, and planning for retirement. AARP is working to ensure you have the resources and tools you need to take charge of your future.

To learn about available resources, join AARP PA’s free discussion by calling 877-229-8493 (passcode 14527) on Tuesday, October 27th at 6:30pm.

To whet your appetite, here are four tips for retirement planning:

 


  1. Take a look at the types of investments you have and the various rules for withdrawals.
  2. Maximize your 401K contributions and speed up options as you get closer to retirement age.
  3. Consider your tax circumstances, such as how much in taxes you’d need to pay if you sold assets from a Roth or Traditional IRA, or, if you can lower your taxes by withdrawing money from non-retirement accounts.
  4. Stay invested so you can continue to generate income that will keep you ahead of inflation. Retirees need to invest for both income and growth.

 

Want to learn more? Have questions?

Join AARP PA’s free discussion on Tuesday, October 27th at 6:30pm by calling 877-229-8493 and, when prompted, enter passcode 14527.

You will have the opportunity to ask questions, get answers, and learn about valuable resources to help with retirement planning.

One of our two guest speakers is Georgette Miller, a lawyer, author, radio host and TV host. Miller has five law offices helping consumers get out of debt and back on the road to recovery.

Lee Baker, a certified financial planner, will also be joining as a guest speaker. Baker has been helping individuals and small businesses make financial decisions for almost 30 years. He has a background in insurance, is the founder of a registered investment advisory firm and is a spokesperson for the AARP Financial Freedom campaign.

Being financially secure after retirement can mean a life change, but there is a multitude of ways to make sure that you are prepared!

Want to know more? Tune in!

On Tuesday, October 27th at 6:30pm, call 877-229-8493 and enter passcode 14527 to join AARP Pa’s free financial security discussion.

Consult your financial  advisor or lawyer for advice regarding your personal situation.

 

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