In this episode, we explore essential retirement strategies through a real-life case study. Topics include:
- Crafting a sustainable retirement income plan
- Roth conversion strategies and how they can benefit retirees
- Maximizing Social Security to enhance income
- Tax-efficient withdrawal strategies for lasting savings
- Navigating retirement income guardrails to minimize risk
- Aligning financial goals with a tailored retirement plan
Whether you're preparing for retirement or already retired, this episode is filled with insights to help secure your financial future and achieve peace of mind.
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Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
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