• When nearing retirement, it's crucial to have a written plan and understand how it will work.

  • 2024/08/01
  • 再生時間： 24 分
  • ポッドキャスト

When nearing retirement, it's crucial to have a written plan and understand how it will work.

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  • When nearing retirement, it's crucial to have a written plan and understand how it will work. The top three major things to plan for are the expiration of the Tax Cut and Jobs Act, the outcome of the upcoming elections, and the finalization of beneficiary distributions for inherited IRAs. It's important to have a plan B in place for these uncertainties and to start planning early. Additionally, it's recommended to have five to ten years' worth of income set aside for retirement and to be cautious when retiring at the top of a bull market. To learn more visit EFS4U.com or call 712-224-4651.

    Support the show: https://www.efs4u.com/

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

When nearing retirement, it's crucial to have a written plan and understand how it will work. The top three major things to plan for are the expiration of the Tax Cut and Jobs Act, the outcome of the upcoming elections, and the finalization of beneficiary distributions for inherited IRAs. It's important to have a plan B in place for these uncertainties and to start planning early. Additionally, it's recommended to have five to ten years' worth of income set aside for retirement and to be cautious when retiring at the top of a bull market. To learn more visit EFS4U.com or call 712-224-4651.

Support the show: https://www.efs4u.com/

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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