"RETIREMENT by the NUMBERS" (A Retirement Case Study Workshop)

In Retirement by the Numbers, you'll walk through several case studies, case by case to see the areas that are often missed when folks design their retirement plans. Taxes, Social Security, Pensions, Withdrawals, Medicare Surcharges, RMD's (Required Distributions), Roth Conversions, and more. Perfect for retirees or folks nearing retirement. Using Calculations, Powerful Software, and Case Studies, you'll understand for yourself the math that comes into play well beyond rate of return, and how the quote ("It's not what you make, but what you keep") rings true, especially in retirement.