Balancing financial security with the freedom to enjoy retirement is a challenge many face today. Alan Cohen explores strategies to create consistent income through a mix of Social Security, dividend-paying stocks, bonds, and annuities. Learn how to reduce volatility, manage tax considerations in retirement accounts, and consolidate investments for simplicity and growth. Alan also tackles important decisions like when to trigger Social Security, converting to a Roth IRA, and building a personal pension with annuities.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.