Planning Retirement Income

Something More with Chris Boyd

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The discussion starts with a review of how pensions and social security can serve as the base of retirement income. The conversation turns to the different methods of sequencing withdrawals from taxable and non-taxable accounts and the consideration of income taxes. Other topics covered are Roth IRAs, owning the stock in a company you have worked for, using dividends for income, issues with buying an annuity and required minimum distributions. For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

To register for our College Planning Webinar, click the link below:

https://attendee.gotowebinar.com/register/3777108755579750751