How to Create a Retirement Plan - Income, Investing, and Taxes
Recorded On: 01/21/2021
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- Non-member - $99
- Member - $75
- Student Member - $30
We will discuss how to create a sustainable retirement plan and how to determine the amount of money needed at the start of retirement and each year going forward. Investments are a supplement to retirement income, and we will review how to ensure there is enough income throughout retirement as you regularly withdraw funds from your IRA each year. We will explore Social Security as an integral part of retirement and when you should elect that benefit; and how it will be taxed. Lastly, we will look at how to select appropriate investments in your IRA so that your retirement income will keep pace with inflation and increasing Medicare premiums.
Attendees will be able to:
- Determine how much money they will need each year during retirement and if they have enough to safely and comfortably retire;
- Understand when to elect Social Security Benefits and how they will be taxed;
- Determine how to safely invest IRA assets so they will last through retirement and be able to identify if / when you could possibly run out of money. Total CEU 0.15. Product will expire 30 days from registration.
Paula Pass, CFP ChFEBP
CEO and President Paula Pass, CFP® founded Arkagos Advisors + Asset Management, Inc. to help people, not push products. By delivering straightforward financial advice instead of selling investment products, Paula is able to give undivided loyalty to her clients. Her mission is to provide thoughtful, transparent, and goal-oriented financial planning and asset management that put the needs of her clients first.
Paula serves her clients in a fiduciary capacity at all times as she also did during her early years in the financial services industry. As the director of operations for a wealth preservation and distribution firm in Atlanta and a financial advisor with Wells Fargo in the Washington, D.C.-area, Paula built a reputation on her commitment to her clients, the integrity of her service, and the clarity of her information.
Paula's unique philosophy allows her to provide customized counsel to busy women who want effective financial guidance without the hassle of being sold something. Through her association with WISER – Women’s Institute for A Secure Retirement – she is committed to helping all women achieve financial confidence.
Paula received her bachelor's degree in political science with an emphasis on economics from the University of Georgia. She completed her Financial Planning Capstone Course at Georgetown University, School of Continuing Education and gained her Six Sigma certification through Emory University. She is a native of Atlanta, but resides in Alexandria, Va., where she attends North Point Community Church. Paula is an alumna of Chi Omega.
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