Is the 401(k) still enough for retirement, or has the retirement landscape changed too much to rely on old assumptions? Jimmy Lin explores why the traditional 60/40 portfolio may not work the way it once did and discusses the importance of reviewing investment allocations as retirement approaches. He shares perspectives on fixed annuities, high-yield savings options, and how retirees can evaluate whether their portfolios are designed for growth, income, or both. The conversation also highlights why having a written retirement plan can provide greater clarity when navigating long-term financial decisions.

If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.

Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT

Facebook  

YouTube