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Are you ten years from retirement and feeling uncertain about where you are in your financial goals? It’s normal to feel overwhelmed and unsure about retirement planning. In our webinar, we’ll discuss important things you need to do when you’re ten years away from retirement and help guide you through strategies that help to maximize your savings, empower you to make wise investment decisions, and put plans in place for a fulfilling retirement.
Join our webinar about five important retirement topics and the lessons you can take away from planning for them, including: How to determine what to do with your company retirement account; When a withdrawal from your IRA makes sense; Starting your Social Security benefit; How to enroll in Medicare; What a Roth conversion is, and other advanced planning techniques.
From creating a savings habit to how we tend to spend our savings in retirement, there are quite a bit of factors to consider when it comes to retirement planning. In our upcoming live webinar, we will review J.P. Morgan Asset Management’s 2022 Guide to Retirement with Kelly Hahn, Executive Director and Defined Contributions Strategist for J.P. Morgan.
With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.
