If there was a way to lower your RMD taxes would you? Gary Alden and Christopher Alden have ideas on how to potentially make that happen. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

If there was a way to lower your RMD taxes would you? Gary Alden and Christopher Alden have ideas on how to potentially make that happen. 
To schedule a complimentary financial plan with Kingwood Investment Group visit <a href="https://www.thekig.com/">thekig.com</a>
Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Retire with the Aldens

How to lower your RMD taxes in retirement

Gary Alden breaks down why compatibility with a financial advisor is essential. He goes on to explain how accumulation and distribution phases require different strategies. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Gary Alden breaks down why compatibility with a financial advisor is essential. He goes on to explain how accumulation and distribution phases require different strategies. 
To schedule a complimentary financial plan with Kingwood Investment Group visit <a href="https://www.thekig.com/">thekig.com</a>
Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Summary  Deciphering signals is important in both relationships and retirement planning. Knowing when to seek professional help in retirement planning is crucial. Two couples' stories highlight the importance of working with a financial advisor. Emotional investing can lead to poor decision-making. Compatibility with a financial advisor is essential. Accumulation and distribution phases require different strategies. Social security timing can significantly impact retirement income. Adjusting investment mix to reduce risk is crucial in retirement. De-risking portfolios is common in retirement planning.

When to Seek Professional Help in Retirement Planning

Gary Alden discusses how retirement decisions are often prompted by changes in job situations. Factors to consider before retiring include goals, income needs, health situation, and financial plans.

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Gary Alden discusses how retirement decisions are often prompted by changes in job situations. Factors to consider before retiring include goals, income needs, health situation, and financial plans.
To schedule a complimentary financial plan with Kingwood Investment Group visit <a href="https://www.thekig.com/">thekig.com</a>
Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Summary  Charles Barkley announces his retirement from TNT's Inside the NBA after 25 years. Retirement decisions are often prompted by changes in job situations. Factors to consider before retiring include goals, income needs, health situation, and financial plans. A client's case study illustrates the impact of retiring early on retirement savings. The client had to turn on Social Security early to make up for the lost income. They chose to retire despite a decrease in monthly income. Listeners are encouraged to take advantage of complimentary financial planning services to determine if they can retire sooner than expected.

Can You Retire Sooner Than Expected?

Gary Alden breaks down how proper planning and education are crucial to ensure a secure financial future. He explains a couple's bucket list can be expensive and may need to be adjusted to align with their financial situation. However, with proper guidance and planning, it is possible to achieve a significant portion of their goals. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Gary Alden breaks down how proper planning and education are crucial to ensure a secure financial future. He explains a couple's bucket list can be expensive and may need to be adjusted to align with their financial situation. However, with proper guidance and planning, it is possible to achieve a significant portion of their goals. 
To schedule a complimentary financial plan with Kingwood Investment Group visit <a href="https://www.thekig.com/">thekig.com</a>
Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

Summary  Chris Pratt's experience of blowing his first big acting paycheck highlights the importance of financial literacy. Many people lack knowledge about finances and retirement planning, leading to unrealistic expectations and potential financial struggles in retirement. Proper planning and education are crucial to ensure a secure financial future. A couple's bucket list can be expensive and may need to be adjusted to align with their financial situation. However, with proper guidance and planning, it is possible to achieve a significant portion of their goals. Additionally, unexpected financial windfalls can occur, such as finding old stock certificates that hold significant value.

How to lower your RMD taxes in retirement

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