Decumulation and Mistakes to Avoid When Planning for Retirement

Retirement Roux with Simon & Simon Financial
15/10/2021 46 min
Decumulation and Mistakes to Avoid When Planning for Retirement

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Episode Synopsis

Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun. In this episode, we’ll highlight some mistakes to avoid in planning for retirement. To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.See omnystudio.com/listener for privacy information.

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