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How to Ensure You Don’t Run Out of Money in Retirement - Episode 14
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Welcome back to Your Retirement Blueprint! In today’s episode, after answering a question about whether or not to move a 401(k) after leaving a job, we dive into how to ensure you don’t run out of money in retirement.
Looking through a recent survey of what current retirees want future retirees to know, Phil and Kendall are covering some common misconceptions, necessary strategy shifts for retirement plans, and more.
Thank you for listening!
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210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management (AEWM). AEWM and 210 Financial are not affiliated companies.
Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
Please remember that converting an employer plan to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not bank or FDIC insured.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
1477931-09/22
37 episoder
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