Where Was Your Advisor When???
2 ago 2021 ·
55 min. 59 sec.
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Descrizione
AMC shares cut in half, GameStop is down 19% this month, and where was your advisor when______? Ben and Seth discuss that and much more on today's episode of Money...
mostra di più
AMC shares cut in half, GameStop is down 19% this month,
and where was your advisor when______?
Ben and Seth discuss that and much more on today's episode of Money On Tap.
mostra meno
and where was your advisor when______?
Ben and Seth discuss that and much more on today's episode of Money On Tap.
- 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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