Our first webinar of 2017 was a huge success!
Thank you so much to everyone who joined us for Retirement Matters: What’s the Best Way to Take Distributions from My Retirement Plans? I hope this presentation provided some helpful perspective on how to put your assets to work for you once you’ve retired.
If you couldn’t attend this webinar, we have a couple replay options for you:
First, you can click below to watch the slideshow that Matt Wilson and I presented:
Second, you can listen to audio of the entire presentation by clicking here:
And if you’re a subscriber to my Keen on Retirement podcast, you’ll find the webinar audio in my episodes feed on iTunes.
Insights from the Retirement Matters Webinar
For the first part of our working lives, our retirement plans are on autopilot. We save what we can every month, we contribute to our employer-match 401(k)s, and if we’re living within our means, we don’t think about the plan very much.
But at Keen Wealth, we often see that once our clients hit 50, a light bulb goes on: “My retirement plan is not just numbers on a page. This plan is going to have to sustain me and my family for the rest of our lives.”
This webinar covers some common concerns that new and soon-to-be retirees have as they transition to the distribution phase of their investing, including:
• What Investments or Accounts to Spend First
• How to Receive Your Monthly Deposits
• How to Plan Ahead for Taxes
• What Rules You Must Know
• What Happens To Your Assets When You Pass Away
At the end of our presentation, Matt and I opened up the floor to answer some very perceptive questions from our audience.
Thanks again to everyone who participated. Please share this page with any friends or family nearing retirement, and subscribe to Keen on Retirement to be notified about new blogs, podcasts, and upcoming events.
Bill Keen is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and independent financial advisor with more than 24 years of industry experience. As the founder and CEO of Keen Wealth Advisors, a registered investment advisory firm, he specializes in providing personalized retirement planning designed to help people thrive before and during their retirement years. With a passion for educating others, Bill regularly blogs about retirement planning, hosts the podcast Keen on Retirement, and has contributed to U.S. News and World Report, Reuters, Wall Street Journal’s Market Watch, Yahoo Finance, and other publications. Based in Overland Park, Kansas, Bill and his team work with clients throughout the greater Kansas City area and across the nation. To learn more, connect with him on LinkedIn or visit www.keenwealthadvisors.com.
Keen Wealth Advisors is a Registered Investment Adviser. Nothing within this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Keen Wealth Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed here. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.