LUTZ BUSINESS INSIGHTS

 

retirement income + distribution planning

Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.

 

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