With each passing year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income.
By attending this course, you will learn
• What an annuity is and how it can provide you with supplemental retirement income beyond traditional retirement sources such as IRAs and 401(k)s
• The key features of immediate vs. deferred annuities and fixed vs. variable annuities
• How to put money into, and take money out of an annuity
• And the different types of payout options and the factors affecting those payouts
This course is intended for
• Individuals and couples aged 50 and up who want to increase their knowledge and training to help maximize their retirement years
• People who want to better understand their current portfolio
• And anyone who wonders if their current plan has room for improvement