Key Factors to Consider When Planning for Retirement.

Zach Chamberlain, Wealth Planner at Baird

Zach Chamberlain, Wealth Planner at Baird, led an informative discussion of the key factors to consider when planning for retirement.

Highlights included:

  • Estimating retirement needs
  • Understanding resources, including
  • Social Security
  • Personal Savings
  • Employer Plans
  • Other Income
  • Implications of working during retirement
  • Tax implications for various retirement resources