• Retirement Challenges Faced by Boomers

  • Aug 2 2024
  • Duración: 54 m
  • Podcast

Retirement Challenges Faced by Boomers

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  • Resumen

  • A study commissioned by the ALI Retirement Income Institute highlights a looming retirement crisis for baby boomers, particularly those set to retire between 2024 and 2030. The majority of peak 65ers don't have pensions, which used to help fill the gap left by social security. Many boomers are facing disparities in the income they need and what they have, with 52.5% of the peak 65 group possessing assets of $250,000 or less. That’s the opening topic of conversation in this podcast with Logan Marcus. In this conversation, Logan discusses various strategies for building tax-free income in retirement. She covers topics such as Roth IRAs and Roth 401(k)s, orphan 401(k)s, municipal bonds, health savings accounts, life insurance, tax loss harvesting, and optimizing drawdown strategies to minimize taxes.

    Reach Logan at 800-874-8380.

    See omnystudio.com/listener for privacy information.
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