12 Numbers You
Must
Know to Retire Well
Tuesday, May 7th
10:00-11:00 am EST
If you cannot make it on Tuesday, you can still register and get the recorded replay.
There are 12 numbers you need to know to retire well.
This webinar will go over these numbers in detail including where to find them, how to interpret them and how to use them to build your retirement plan.
presented by Mel Stubbs, Christy Capital Financial Planner and Tommy Neesmith, Christy Capital Executive VP of Operations and Financial Planner
Topics will include:
- Pension amounts
- Social Security
- Monthly retirement expenses
- Total Taxes (especially estimates for the future)
- Surplus / Deficit
- Asset values now
- Estimated rate of return
- Federal marginal tax rate
- Portfolio withdrawel rate
- Estimated first year RMD amount
- Estimated future marginal tax rate
- Does it make sense to Roth convert, and if so, how much
