• A Retirement Preparedness Checklist

  • Jun 7 2024
  • Length: 49 mins
  • Podcast

A Retirement Preparedness Checklist By cover art

A Retirement Preparedness Checklist

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  • Summary

  • The conversation covers retirement preparedness and the importance of distribution planning. It emphasizes the need to create a comprehensive retirement plan and consider factors such as Social Security, Medicare, and portfolio allocation. The hosts also discuss the risks of investing in meme stocks and the importance of fundamental analysis. They provide insights on Roth IRAs, required minimum distributions, and tax planning. The conversation concludes with a discussion on expenses in retirement and the impact of RMDs on taxes.They also discuss Medicare premiums and the options available for healthcare coverage in retirement. Additionally, they touch on the potential challenges of retiring during a recession and the importance of asset allocation and emergency funds. The conversation concludes with a discussion on Roth IRAs and the benefits of diversification and tax planning in retirement.

    Reach out to Bruce & Tim at (800) 796-9912 or

    https://www.premierswplanning.com/

    https://www.ttvalueinvesting.com/

    See omnystudio.com/listener for privacy information.
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