Rising interest rates, soaring healthcare costs, market volatility, and looming tax burdens are creating new challenges for today's retirees. On this episode of the Troyer Retirement Show, the team discusses why higher Treasury yields matter, how healthcare expenses can impact long-term retirement success, and why a reliable income strategy remains the foundation of any retirement plan. They also explore the risks of market corrections, the limitations of target-date funds, the importance of planning for longevity, and ways retirees can prepare for Required Minimum Distributions (RMDs) before taxes become a major issue. If you're approaching retirement or already retired, this conversation offers practical insights on income planning, healthcare preparation, tax efficiency, and adapting your plan as financial conditions change.
Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737
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