Upcoming Chapter Meeting: AAII Boston
Date: Thursday, September 26, 2013
Topic: The Retirement You Deserve
Speaker: Robert Powell, Columnist & Editor, Retirement Weekly
In this presentation, Powell will discuss the major aspects of saving for and living in retirement. He will explore various saving-for-retirement rules of thumb; the need to estimate sources of income and expenses in retirement; the use and value of a retirement balance sheet. Powell will discuss various retirement withdrawal strategies given your level of “retirement fundedness.” Powell will address the major risks Americans will face in retirement, including health care shocks, death of a spouse, and longevity, and how to best mitigate those risks. Powell will also cover the need to leave behind a non-financial legacy.