Our first webinar of 2017 was a huge success!
Thank you so much to everyone who joined us for Retirement Matters: What’s the Best Way to Take Distributions from My Retirement Plans? I hope this presentation provided some helpful perspective on how to put your assets to work for you once you’ve retired.
If you couldn’t attend this webinar, we have a couple replay options for you:
First, you can click below to watch the slideshow that Matt Wilson and I presented:Second, you can listen to audio of the entire presentation by clicking here: And if you’re a subscriber to my Keen on Retirement podcast, you’ll find the webinar audio in my episodes feed on iTunes.
Insights from the Retirement Matters Webinar
For the first part of our working lives, our retirement plans are on autopilot. We save what we can every month, we contribute to our employer-match 401(k)s, and if we’re living within our means, we don’t think about the plan very much.
But at Keen Wealth, we often see that once our clients hit 50, a light bulb goes on: “My retirement plan is not just numbers on a page. This plan is going to have to sustain me and my family for the rest of our lives.”
This webinar covers some common concerns that new and soon-to-be retirees have as they transition to the distribution phase of their investing, including:
- What Investments or Accounts to Spend First
- How to Receive Your Monthly Deposits
- How to Plan Ahead for Taxes
- What Rules You Must Know
- What Happens To Your Assets When You Pass Away
At the end of our presentation, Matt and I opened up the floor to answer some very perceptive questions from our audience.
Thanks again to everyone who participated. Please share this page with any friends or family nearing retirement, and subscribe to Keen on Retirement to be notified about new blogs, podcasts, and upcoming events.
Bill Keen is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and independent financial advisor with more than 25 years of industry experience. As the founder and CEO of Keen Wealth Advisors, a registered investment advisory firm, he specializes in providing personalized retirement planning designed to help people thrive before and during their retirement years. With a passion for educating others, Bill regularly blogs about retirement planning, hosts the podcast Keen on Retirement, and has contributed to U.S. News and World Report, Reuters, Wall Street Journal’s Market Watch, Yahoo Finance, and other publications. Based in Overland Park, Kansas, Bill and his team work with clients throughout the greater Kansas City area and across the nation. To learn more, connect with him on LinkedIn or visit www.keenwealthadvisors.com.
KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC Registered Investment Advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. A copy of the company ADV is available upon request. Advisory services are only offered to clients or prospective clients where the company and its representatives are properly licensed or exempt from licensure. No advice may be rendered by the company unless a client service agreement is in place. This information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy and is for illustrative purposes only. Clients and prospective clients must consider all relevant risk factors involved with each strategy, including costs or fees, and their own personal financial situations before trading.
The views outlined in the book, Keen on Retirement Engineering the Second Half of Your Life, are those of the author and should not be construed as individualized or personalized investment advice. Any economic and/or performance information cited is historical and not indicative of future results. Economic forecasts set forth may not develop as predicted.
The Amazon Best Seller ranking listed on marketing materials is specifically referring to Best Seller rankings for the Kindle Top 100 Paid Lists under the subcategories of: Budgeting and Financial Risk Management, based on data as of September 5, 2019. Amazon rankings although relevant on how a product is selling overall doesn’t necessarily indicate how well an item is selling among other similar items or similar item categories. Amazon may choose the most popular categories or subcategories within which an item has a high ranking to determine its best seller rankings. These rankings are updated hourly and as a result, should be expected to fluctuate as such. Keen Wealth Advisors and Amazon are not affiliated entities. For further details on Amazon rankings please visit https://www.keenwealthadvisors.com/important-disclosures.