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

Dates:October 16, 2024
Meets:W from 6:30 PM to 8:30 PM
Location:Peirce M.S. C103
Cost: $19.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

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.
Fee: $19.00
Hours:2.00

Peirce M.S. C103


Peirce Middle School is located at 1314 Burke Road, West Chester, PA 19380.

Bryan McCloskey