Things in life and planning aren’t necessarily cut and dry. You may take several paths to reach your destination. But which one may be best? Listen to Kevin discuss a retirement situation where several strategic paths existing and how he and his team came to the preferred path in creating an integrated, tax-smart distribution plan. Continue reading
Tag Archives: Retirement Income
Ep 19: Dynamic Strategy: Retirement Income Planning Series – Part 4
When building a financial plan that’s based around investing, it’s important to take into account a handful of dynamic elements that will likely vary quite a bit throughout your retirement. Tune in to our fourth installment of the series to hear how you can organize your plan around dynamic market expectations, dynamic allocations, and dynamic spending. Continue reading
Ep 18: Total Return Portfolio: Retirement Income Planning Series – Part 3
If you’re taking a probability-based approach to investing as we discussed in the first part of this series, you’ll need to build a strategy for how to most efficiently invest your savings to provide an income throughout retirement. That’s where the Total Return Portfolio comes into play. Continue reading
Annuity Guaranteed Withdrawal Benefits: Just Expensive or Worthwhile?
In prior columns I’ve written about a framework to consider how to generate retirement income. On one hand you have insurance-based strategies that have an underlying income guarantee and on the other investing-based strategies that are probability-based. Guarantees are today … Continue reading
Ep 16: Retirement Income Planning Series – Part 1
For many people, one of the biggest fears going into retirement is where money will come from when you’re no longer receiving a paycheck. That’s why creating a retirement income plan is so essential. Join us as we go over the basic strategies for building a retirement income plan on this first episode of the series. Continue reading