Golden Years: A Roadmap to Navigate RetirementWill the Great Wealth Transfer leave a legacy, or be consumed by taxes, healthcare costs, and longer life expectancies? On this episode, Mark Cordner explores strategies families use to preserve wealth across generations, including Roth conversion planning and tax considerations for heirs. The conversation also examines why retirement income rules like the traditional 4% rule may not fit every situation, the value of customized income planning, and the often-overlooked impact of healthcare and long-term care costs. From legacy planning to retirement cash flow, this episode highlights key decisions that can shape the years ahead.
Are You Ready to Embrace Your Golden Years?
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Golden Years: A Roadmap to Navigate Retirement
At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (o…Social links
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