Retirement Considerations-Working in your 70s

Your Retirement With Sam Duell

English - December 05, 2022 20:20 - 51 minutes - 47.5 MB
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Sam and Luke remind us that, even though you may choose to work in your seventies, there are still retirement planning considerations. Among those are how it will work with your RMDs, Social Security claiming strategies, and how working could impact your tax situation. They also address the fear of running out of money in retirement with moves to consider to help make your money last. Those include creating a floor, bucketing your money, making systematic withdrawals, and using account sequencing. They also point out some retirement planning mistakes to avoid in December with the end of the year approaching.

You can reach Duell Financial Strategies by calling 866-203-7486.

Deull Financial Strategies

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