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Planning for Income & Withdrawal Strategies in Retirement Virtual Workshop

September 27 @ 7:00 pm - September 29 @ 8:00 pm EDT

Welcome to Planning for Income & Withdrawal Strategies in Retirement, designed to help investors begin to think about decumulation.

Welcome to our three-part series of the Investing for Income in Retirement virtual workshop, designed to help investors begin to think about the transition from accumulating assets on the path toward retirement to the decumulation and planning phase for the income needed in retirement. Each of these virtual sessions will be 60 minutes long, moderated by the event managers and taught by an education coach with the final session being dedicated to questions and answers. During this event, we’ll cover:

  • Changing your mindset: saving to spending
  • Develop a retirement income blueprint
  • Building the floor: Align income sources with core needs
  • Beginning the upside: Align investment income with discretionary expenses

Day 1: Monday September 27th | 7:00 – 8:00 PM

In part one of this three-part series we’ll begin to discuss the shift in mindset from saving for retirement to spending during retirement. We’ll lay the framework for building an income blueprint, helping understand how to plan for the income needed during retirement. During this session, we’ll focus on building a personal income statement.

Key Takeaways:

  • Build a personal income statement
  • Identify possible income sources
  • Identify core expenses
  • Identify potential income gaps

Learning Outcome: After this session you will have a more thorough understanding of the possible sources of income available to you in retirement. Use of the Retirement Income Planning Worksheet offers further detail on core expenses, and the potential gaps in income resulting from this retirement planning.

Day 2: Tuesday September 28th | 7:00 – 8:00 PM

In part two of this three-part series, we’ll focus on some of the withdrawal strategies to help you obtain an understanding of how to move into the decumulation phase of retirement.

Key Takeaways:

  • Differentiate between needs, wants, and wishes in retirement
  • Fine-tune the decumulation phase by determining which of two targeted withdrawal strategies might make more sense given your current financial situation
  • Understand the importance and first steps involved with estate planning

Learning Outcome: After this session you will have tools to help establish a plan for the decumulation of assets in retirement. You will become familiar with the Retirement Calculator and the importance and initial steps of estate planning.

Q&A Session: Wednesday September 29th | 7:00 – 8:00 PM

Pre-submit your questions, where we’ll gather input from attendees to reinforce main principles and learning outcomes from the first two workshop sessions and see the practical use of retirement planning tools at tdameritrade.com in action. Submit your questions here.

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