Retiring with $500K or more in savings?

What we'll go over at dinner

1. How much money you will have coming in each monthWe add up the money that will come in every month for the rest of your life, such as Social Security and pensions. Then we compare it with what you plan to spend.
2. What happens if the stock market falls just as you retireYou'll see how a big drop can reduce your retirement income, and how an annuity can protect part of it.
3. What must be done by December 31Some retirement tax steps have a December 31 deadline, such as required yearly withdrawals from retirement accounts and Roth IRA conversions. Your tax professional can tell you which ones apply to you.
4. Who will receive your retirement accountsThe person named on your beneficiary form usually receives the money, even if your will says something different.
5. How to leave money to your childrenHow life insurance can pay money to your children, or anyone else you choose, after you pass.

Your host

I'm Munira Muhammad, a licensed insurance agent based here in the Bay Area and a mom of four. I help families protect their money and each other with life insurance and annuities. Please bring your spouse and your questions.

Reserve your seat

Includes dinner. Book a free one-on-one Retirement Income Review.

I'm a licensed insurance agent. After you register, I may call or email you about this dinner and about life insurance and annuities.