Maximizing Assets and Income Strategies in Retirement

Success in the New Retirement

Innehåll tillhandahållet av Impact Partnership, Damon Roberts, and Matt Deaton. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Impact Partnership, Damon Roberts, and Matt Deaton eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to have a comprehensive plan that maximizes assets and income strategies to cover all expenses and desired activities in retirement. Additionally, having a tax strategy is crucial to keep more money and pay less to the government. Strategies such as Roth conversions and postponing Social Security benefits can help reduce taxes in retirement.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

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