Navigating Retirement: End of Year Strategies

17/12/2024 19 min
 Navigating Retirement: End of Year Strategies

Listen " Navigating Retirement: End of Year Strategies"

Episode Synopsis

In this episode of the Ready, Set, Retire, Steve discusses essential end-of-year planning strategies for retirement, focusing on market predictions, the role of 401k as an income source, the importance of building a personal pension, and the benefits of Roth conversions. He emphasizes the need for guaranteed income in retirement and provides insights into navigating the complexities of financial planning.  SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!  See omnystudio.com/listener for privacy information.