Join the Joint Retirement Board for a practical and engaging session designed for those preparing for retirement. We’ll discuss how to make the most of your later working years, including saving strategies, investment allocation, tax diversification, Roth conversion considerations, and planning for retirement income.
We’ll also review the important role your JRB account may play in retirement, including the parsonage allowance and Required Minimum Distributions. Additional topics will include Social Security, Medicare basics, and essential estate planning documents to consider.
Whether you’re 5 years or 15 years from retirement, this session will help you build a clearer roadmap to fund the longest, and hopefully most enjoyable, vacation of your life.
