You've diligently and consistently saved, but thankfully, you only had to make a few key choices with often a year in between. Now, in retirement, you need to access your savings far more frequently, and doing so requires strategizing to maximize the life of your savings.
It's not as simple as driving up to the ATM, but nor is it onerous. Briaud can help guide you to today's answers. Retirement will last a long time, and the process will inevitably change. You'll want an educated companion along the way, so start a relationship with Briaud today. Because we specialize in university retirement, we likely have perspectives most wealth managers are not aware of. We’re local and available to help plan your best, retired life.
Our 30-minute webinar, including a pre-recorded Q&A is open to all. We're located in College Station, but this guidance is boundless; please invite others in or near retirement. This is the second part of a series on retirement; the first session may be viewed here: Navigating TAMU Retirement.
Topics of this webinar
- The actual how-to for withdrawing from retirement accounts
- Choosing the right funds to tap into at the right times
- Minimizing taxes paid while optimizing your portfolio
