• Maximizing Assets and Income Strategies in Retirement

  • Jun 18 2024
  • Length: 15 mins
  • Podcast

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Maximizing Assets and Income Strategies in Retirement

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  • Summary

  • Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to have a comprehensive plan that maximizes assets and income strategies to cover all expenses and desired activities in retirement. Additionally, having a tax strategy is crucial to keep more money and pay less to the government. Strategies such as Roth conversions and postponing Social Security benefits can help reduce taxes in retirement.

    For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

    See omnystudio.com/listener for privacy information.
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