Retirement Spending Secrets: A Smarter Strategy Than the 4% Rule
Learn about the three key factors that determine how much you can spend: the phases of retirement, market fluctuations, and taxes.
Tag: withdrawals
Read More »
The Hidden Taxes of Early Retirement: How to Avoid Penalties and Surprises
Scott shares key strategies to help you avoid costly mistakes and keep more of your hard-earned money.
How Do I Reduce My Tax Rate in Retirement? (5 Strategies Explained!)
Today Scott will share five strategies to help lower your taxes in retirement and explain how to implement them.
Can I take my RMD from just one account instead of separately? – Required Minimum Distributions
Do you need to take your Required Minimum Distribution (RMD) from each separate account or can you take the total RMD from just one account? This is a common question that we get from people who are planning in retirement, but the answer will depend on a few different factors.
What should I know before I retire? Have answers to these 3 questions before you retire!
Before you retire, you need to have answers to these three questions. And the only way to get the answers is by asking the right questions.
Important Ages on the Retirement Journey
Many say that age is just a number, but when it comes to retirement planning, age means much more than that. Join us in this insightful episode as we delve into the world of financial milestones that can significantly impact your retirement planning. From age 50 to 75, we uncover the strategies, opportunities, and pitfalls tied to these pivotal years.
Ep 87: SECURE Act 2.0 Impacts on Your Retirement (Part 1)
Subscribe With Your Favorite App Show Notes Another round of retirement changes are on the way after President Biden signed a spending bill in December
Ep 59: Can I Retire in a Down Stock Market?
Can you still retire in a down market? With the stock market down and inflation up, that question is on a lot of minds. We’re going to talk about the factors involved in making this decision and how we help people like you determine the answer to this question.