Retire ATLRetire ATL
Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take …A large retirement portfolio is not the same thing as a dependable monthly paycheck. Aaron Vincent and Matt Decker discuss the challenge of turning accumulated savings into income while coordinating Social Security, pensions, investments, inherited accounts, Roth assets, and taxable accounts. They examine withdrawal sequencing, inflation, health care, market volatility, Medicare surcharges, and the tax consequences of taking money from the wrong account at the wrong time. The episode also explores when professional planning may add value for experienced do-it-yourself investors.
For more information visit www.retireatlradio.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
In 1 playlist(s)
Retire ATL
Have you ever noticed that your financial landscape tends to get more complex over time? It’s no won…Social links
Follow podcast
Recent clips
Are Investors Getting Too Comfortable?
23:01
Are Your Financial Fees Worth the Price?
21:44
Fired Before Retired: What Happens Next?
22:46