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Saving and spending strategies nearing retirement

You’ve been building your financial foundation for years. So when it’s finally time to retire, replacing your work paycheck with a retirement income paycheck—and maintaining a sense of security—requires a solid strategy. Which accounts will you draw from first? How much will you need each month? And how could taxes impact your withdrawals? Join us for the January webinar to learn distribution options and put together a smart withdrawal plan.

Wednesday, January 19, 2022
1 p.m. CT/2 p.m. ET

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Future webinar

February 16, 2022—Prepare for health care coverage in retirement

Health care costs are one of the largest expenses in retirement. Join us for the February webinar and learn how you can prepare. We’ll cover:

  • How Medicare factors into your plans
  • Ways to pay for health care when you’re retired, and
  • Whether you should consider long term care insurance

Plus, we’ll also share health insurance options if you plan to retire before you’re eligible for Medicare.

1 p.m. CT

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Upcoming webinars

March's webinar topic is Investing for women. It is part of our investing series. April's webinar topic is Budgeting. It is part of our financial wellness series. May's webinar topic is Investing for beginners. It is available in Spanish, and is part of our investing series. June's webinar topic is Financial well-being toolkit. It is part of our check-in series.

dark blue dot. Investing series | cyan dot. Check-in/Progress series | blue dot. Financial Wellness series | Sp: Available in Spanish

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Investing involves risk, including possible loss of principal.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other professionals on all matters pertaining to legal, tax, investment or accounting obligations and requirements.​