Retirement Knowledge-Tax Perks-Expenses

Your Retirement With Sam Duell

English - March 11, 2022 17:15 - 51 minutes - 46.9 MB
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Knowledge is power and Sam, Andi, and Luke examine some things that retirees and pre-retirees don’t know that they don’t know. Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw. They also go over some tax benefits for those 50 and older and warn of expenses that could put a dent in your retirement savings.

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

Duell Financial Strategies

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