The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)

18/07/2024 16 min
The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)

Listen "The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)"

Episode Synopsis

June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder.  One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more. If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help! Here’s some of what we discuss in this episode:0:00 – Intro 1:37 – Life insurance in retirement planning5:56 – The retirement planning sweet spot10:09 – Finding the right strategy for youGet your Retirement Transition Success Kit: https://www.tag-pa.com/tv Schedule an appointment: https://www.tag-pa.com/contact Find us on YouTube: https://bit.ly/3SLNt4Z See omnystudio.com/listener for privacy information.