This 90-minute workshop - split between Session 1 and Session 2 - focuses on discussing practical issues important for those nearing retirement. Topics include setting retirement goals, including income needs, and understanding your sources of retirement income, including FRS plans and Social Security. We'll look at distribution options for various plans and explore how to create an annual income stream in retirement that can last your lifetime. The workshop will explain taxation, required minimum distributions and the potential order for withdrawals. Throughout the workshop, we'll highlight the many resources available to you as an FRS employee.
*Attendees should plan to attend both Session 1 and Session 2.