This conversation delves into significant changes in retirement planning set for 2025, including higher contribution limits for 401k plans, automatic enrollment expansions, and updates to required minimum distributions (RMDs). Jeremy Nelson explains the implications of these changes, including the introduction of Roth matching contributions and Qualified Longevity Annuity Contracts (QLACs). The discussion also honors veterans by drawing parallels between military branches and retirement planning strategies, emphasizing the importance of diversified investment portfolios, emergency funds, and risk management. The conversation concludes with insights on the emotional and psychological aspects of transitioning into retirement. In this conversation, Gary Nolan and Jeremy Nelson explore the various phases of retirement, discussing the emotional and practical transitions individuals face as they move from the excitement of retirement to finding new purpose and engagement. They delve into the importance of planning for the later stages of life, including the need for dignity and comfort in old age. The discussion also covers financial considerations, such as comparing 401k and IRA fees, and evaluating the role of annuities in a retirement plan.

Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

This conversation delves into significant changes in retirement planning set for 2025, including higher contribution limits for 401k plans, automatic enrollment expansions, and updates to required minimum distributions (RMDs). Jeremy Nelson explains the implications of these changes, including the introduction of Roth matching contributions and Qualified Longevity Annuity Contracts (QLACs). The discussion also honors veterans by drawing parallels between military branches and retirement planning strategies, emphasizing the importance of diversified investment portfolios, emergency funds, and risk management. The conversation concludes with insights on the emotional and psychological aspects of transitioning into retirement. In this conversation, Gary Nolan and Jeremy Nelson explore the various phases of retirement, discussing the emotional and practical transitions individuals face as they move from the excitement of retirement to finding new purpose and engagement. They delve into the importance of planning for the later stages of life, including the need for dignity and comfort in old age. The discussion also covers financial considerations, such as comparing 401k and IRA fees, and evaluating the role of annuities in a retirement plan.
Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

In this conversation, Jeremy Nelson and Gary Nolan discuss the realities of retirement, highlighting common mistakes retirees make, such as underestimating expenses and failing to maximize social security benefits. They emphasize the importance of having a tax strategy and planning for long-term care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&A segment addressing common retirement scenarios and the importance of tax planning in retirement.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

In this conversation, Jeremy Nelson and Gary Nolan discuss the realities of retirement, highlighting common mistakes retirees make, such as underestimating expenses and failing to maximize social security benefits. They emphasize the importance of having a tax strategy and planning for long-term care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&amp;A segment addressing common retirement scenarios and the importance of tax planning in retirement.
 Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Element Wealth Radio with Jeremy Nelson

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 800-6073

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 800-6073

Advertisement