I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let’s help you eliminate as much risk as possible.
Retirement Risk Show
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let’s help you eliminate as much risk as possible.
Retirement planning for the longest time has been heavily reliant on tax-deferred accounts and Social Security. And while this paradigm worked for the previous generations, especially after pensions began fading, relying heavily on tax-deferred accounts does not work well anymore. Today tax-free and tax-advantaged accounts are best!
Why did the old paradigm work so well for previous generations but not now?
And why do tax-free and tax-advantaged methods work better?
This week's episode answers those questions and so much more about tax rate risk in retirement. To discuss this risk Dave brings on Brian Britt, an expert partner with Retirement Risk Advisors.
During this episode you will learn about:
- why the old paradigm of retirement planning does not work for tax rate risk now
- why a risk-based approach best addresses this risk
- the impact this risk has on your retirement
- the 3-Bucket System
- why tax brackets change from working years to retirement years
- tactics to overcome tax rate risk and benefits of them
For more information on tax rate risk, its impact on retirements, and how you can tackle it, listen to episode 63 of the Retirement Risk Show!
