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Kristina reminds us that, even though you may choose to work in your seventies, there are still retirement planning considerations.  Among those are how it will work with your RMDs, Social Security claiming strategies, and how working could impact your tax situation. She also addresses the fear of running out of money in retirement with moves to consider to help make your money last.  Those include creating a floor, bucketing your money, making systematic withdrawals, and using account sequencing.  Kristina also points out some retirement planning mistakes to avoid in December with the end of the year approaching.

You can reach Kristina Ping Kepperling by calling 800-832-1100.

Your Powerful Legacy Insurance and Financial Services

Kristina reminds us that, even though you may choose to work in your seventies, there are still retirement planning considerations.  Among those are how it will work with your RMDs, Social Security claiming strategies, and how working could impact your tax situation. She also addresses the fear of running out of money in retirement with moves to consider to help make your money last.  Those include creating a floor, bucketing your money, making systematic withdrawals, and using account sequencing.  Kristina also points out some retirement planning mistakes to avoid in December with the end of the year approaching.
You can reach Kristina Ping Kepperling by calling 800-832-1100.
<a href="https://yourpowerfullegacy.com">Your Powerful Legacy Insurance and Financial Services</a>

Kristina Ping-Kepperling provides vital information on proper retirement planning.  The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."  These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.

Kristina Ping-Kepperling provides vital information on proper retirement planning.&nbsp; The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."&nbsp; These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.

Your Powerful Legacy Radio with Kristina Ping-Kepperling

Retirement Considerations-Working in your 70s

The conversation covers various retirement planning concerns including taxes, inflation, consumer debt, and lacking emergency savings. The economic landscape and the financial crisis are discussed, along with the challenges of spending issues and inflation. The 4% rule and its relevance in today's retirement planning are explored, as well as the impact of longevity on retirement. The importance of taxes in retirement planning and strategies to mitigate tax burdens are highlighted. The conversation concludes with the significance of a comprehensive review and the importance of asking retirement-related questions. 

Reach Kristina Ping Kepperling at 844-823-6387.

Powerful Legacy Insurance and Financial Services

The conversation covers various retirement planning concerns including taxes, inflation, consumer debt, and lacking emergency savings. The economic landscape and the financial crisis are discussed, along with the challenges of spending issues and inflation. The 4% rule and its relevance in today's retirement planning are explored, as well as the impact of longevity on retirement. The importance of taxes in retirement planning and strategies to mitigate tax burdens are highlighted. The conversation concludes with the significance of a comprehensive review and the importance of asking retirement-related questions. 
Reach Kristina Ping Kepperling at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Challenging Economic Landscape

In this conversation, Kristina discusses various aspects of retirement planning. The conversation covers topics such as early retirement considerations, managing debt in retirement, risk management, organizing and decluttering, healthcare considerations before 65, mental preparation for retirement, preparing for retirement consultations, withdrawal strategies, tax implications, and checking social security earnings history.  Kristina discusses various topics related to retirement planning. They cover the implications of divorce in retirement, the importance of getting reacquainted with your spouse, leaving unequal inheritances to children, the need to continue saving in retirement, the option of working part-time, saying no to adult children's requests for money, retiring at the same or different times as a couple, choosing between a traditional IRA and a 457 plan, returning funds to a Roth IRA after distribution, and finding the right financial advisor. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

In this conversation, Kristina discusses various aspects of retirement planning. The conversation covers topics such as early retirement considerations, managing debt in retirement, risk management, organizing and decluttering, healthcare considerations before 65, mental preparation for retirement, preparing for retirement consultations, withdrawal strategies, tax implications, and checking social security earnings history.  Kristina discusses various topics related to retirement planning. They cover the implications of divorce in retirement, the importance of getting reacquainted with your spouse, leaving unequal inheritances to children, the need to continue saving in retirement, the option of working part-time, saying no to adult children's requests for money, retiring at the same or different times as a couple, choosing between a traditional IRA and a 457 plan, returning funds to a Roth IRA after distribution, and finding the right financial advisor. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Awkward Retirement Questions

In this conversation, Kristina discusses the importance of spring cleaning and refreshing the budget, building an emergency fund, managing debt, increasing retirement contributions, proactive tax planning, asset allocation and risk tolerance, emotional decision-making in retirement, reviewing financial life and getting organized.  She also notes the connection between March Madness and financial planning, the fundamentals of retirement planning, balancing a retirement plan, the impact of emotion and risk in retirement, and the importance of taking control of retirement planning. 

You can reach Kristina by calling 844-823-6387.

Powerful Legacy Insurance and Financial Services

In this conversation, Kristina discusses the importance of spring cleaning and refreshing the budget, building an emergency fund, managing debt, increasing retirement contributions, proactive tax planning, asset allocation and risk tolerance, emotional decision-making in retirement, reviewing financial life and getting organized.  She also notes the connection between March Madness and financial planning, the fundamentals of retirement planning, balancing a retirement plan, the impact of emotion and risk in retirement, and the importance of taking control of retirement planning. 
You can reach Kristina by calling 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Retirement Considerations-Working in your 70s

Your Powerful Legacy Radio with Kristina Ping-Kepperling

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