The 60/40 portfolio has been up and down over the last few years. Is it something to consider in 2024? Gary Alden and Christopher Alden explain their thoughts on the mix and what you should think about. 

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!

The 60/40 portfolio has been up and down over the last few years. Is it something to consider in 2024? Gary Alden and Christopher Alden explain their thoughts on the mix and what you should think about. 
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

Is the 60/40 portfolio back for 2024?

Gary Alden explains the importance of understanding Social Security benefits and the various claiming strategies that can significantly impact retirement income. 

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 explains the importance of understanding Social Security benefits and the various claiming strategies that can significantly impact retirement income.&nbsp;
To schedule a complimentary financial plan with Kingwood Investment Group visit&nbsp;<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 &lsquo;Retire with the Aldens&rsquo; every week!

Gary Alden explains the importance of understanding Social Security benefits and the various claiming strategies that can significantly impact retirement income.   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!

Getting the Most Out of Social Security

Gary Alden discusses Qualified Charitable Distributions (QCDs), Social Security benefits for divorced individuals, and the 72T rule for early withdrawals from retirement accounts. He emphasizes the importance of understanding these financial tools to maximize tax savings and benefits, and the necessity of consulting with financial advisors to navigate the complexities of these regulations.

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 Qualified Charitable Distributions (QCDs), Social Security benefits for divorced individuals, and the 72T rule for early withdrawals from retirement accounts. He emphasizes the importance of understanding these financial tools to maximize tax savings and benefits, and the necessity of consulting with financial advisors to navigate the complexities of these regulations.
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!

Gary Alden discusses Qualified Charitable Distributions (QCDs), Social Security benefits for divorced individuals, and the 72T rule for early withdrawals from retirement accounts. He emphasizes the importance of understanding these financial tools to maximize tax savings and benefits, and the necessity of consulting with financial advisors to navigate the complexities of these regulations.  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!

Breaking Down QCDs and the 72T Rule

Gary Alden explains the complexities of social security benefits and retirement contributions, highlighting the potential pitfalls retirees face, such as losing benefits due to earnings and the new super catch-up contributions for retirement 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 explains the complexities of social security benefits and retirement contributions, highlighting the potential pitfalls retirees face, such as losing benefits due to earnings and the new super catch-up contributions for retirement 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!

Gary Alden explains the complexities of social security benefits and retirement contributions, highlighting the potential pitfalls retirees face, such as losing benefits due to earnings and the new super catch-up contributions for retirement 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!

Is the 60/40 portfolio back for 2024?

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