Personal Pension
17 mar 2021 ·
55 min. 39 sec.
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Descrizione
On this episode of Money on Tap, Ben and Seth define the meaning of some really important retirement terms, such as ‘annuity’ and ‘pension.’ Curious to know how those affect...
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On this episode of Money on Tap, Ben and Seth define the meaning of some really important retirement terms, such as ‘annuity’ and ‘pension.’ Curious to know how those affect your retirement plans? Tune into this episode to find out how to make your money work best for you, even in the long run towards retirement.
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- What is the distribution phase of retirement planning?
It's the stage when you stop accumulating and start drawing income from what you built — and the whole equation reverses. The work centers on three jobs: establishing foundational income so your core expenses are covered by a predictable monthly paycheck (Social Security, pensions, dividends, annuity and income programs) and growth assets can stay invested through market cycles; preserving wealth against the retirement tax trap — RMDs at 73, inherited IRAs on the 10-year clock, and Medicare IRMAA tiers — with withdrawal sequencing, multi-year Roth conversions, and QCDs; and transferring a legacy deliberately, starting with correctly named beneficiaries. Leave a plan, not a puzzle: the best-executed estates are the ones the inheritors understood in advance.
Informazioni
| Autore | Seth Krussman & Ben Brayshaw |
| Organizzazione | Seth Krussman & Ben Brayshaw |
| Sito | - |
| Tag |
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