This conversation explores the evolution of retirement planning over the past 30 years, emphasizing the need for updated strategies in light of changing economic conditions, inflation, and tax implications. Kristina covers the inadequacies of the 4% withdrawal rule, the importance of proactive tax planning, and the role of various investment vehicles such as bonds, CDs, annuities, and dividend stocks in creating a sustainable retirement income. The conversation also highlights the significance of understanding required minimum distributions (RMDs) and their impact on retirement finances.
Reach Kristina at 844-823-6387.
Powerful Legacy Insurance and Financial Services
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