Planning for Retirement Income

The following Planning for Retirement Income is designed to educate employees on how they can best prepare themselves for an income during retirement. 

What you will learn: 

• Recognize common sources of retirement income, including workplace retirement plans, Social Security, pensions, IRAs, and personal savings.

• Identify future expense categories that may affect retirement income needs.

• Use plan materials and available tools to review income sources, distribution options, and benefit estimates.

• Recognize how taxes, plan rules, withdrawal timing, and required distributions may affect retirement income decisions.

• Apply basic retirement income planning concepts when reviewing savings goals and future income needs.

• Integrate periodic review into retirement planning as expenses, income sources, and circumstances change.

Once completed, you will receive a certificate of completion. Course length: 30 minutes. 

The information contained in these trainings was derived from publications of the Internal Revenue Service, Investor.gov, Social Security Administration, and the U.S. Department of Labor (Government Sourced Material). None of the planners, authors or instructors for this activity have any relevant financial relationships to disclose. The Government Sourced Material used by AMC is available for no charge on their associated websites. The use of the Government Sourced Material by AMC does not imply endorsement or recommendation by the Internal Revenue Service, Investor.gov, Social Security Administration, and the U.S. Department of Labor or by the United States Government, of AMC, its enterprise, its facility, its services or its products. © 2026 American Medical Compliance, no copyright claimed in Government Sourced Material. If you are not completely satisfied with this course within 30 days you will receive a full refund.