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Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The...
Planning Retirement Income – Chris Boyd begins this episode with a reminder of the
upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve
into the complicated subject of planning income for your retirement. The discussion
starts with a review of how pensions and social security can serve as the base of
retirement income. The conversation turns to the different methods of sequencing
withdrawals from taxable and non-taxable accounts and the consideration of income
taxes. Other topics covered are Roth IRAs, owning the stock in a company you have
worked for, using dividends for income, issues with buying an annuity and required
minimum distributions.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751
