Retirement Planning

In this episode, we discuss considerations when electing Social Security. The decision will not be black and white and things could change.

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors.

This episode's topic on the 4% withdrawal rule comes from a listener question! We will define the 4% withdrawal rule and give tips for developing a revenue stream and portfolio to support the 4% rule in retirement.

…but it’s not easy. It’s not easy because there can be a lot of anxiety when you consider all the different moving parts that should be considered before you stop receiving regular paychecks.  There’s an innate fear of the unknown and the future is full of unknowns. As wealth managers, we hear these concerns around retirement quite often:

CASE STUDY: Proactive Tax Planning Strategies

5 Tax-Minded Reasons to Have Life Insurance

 

One Roth IRA Workaround for High-Income Earners

 

 

8 Reasons to Convert to a Roth IRA

 

 

 

The Concept of the Four Tax Buckets