Making & Breaking Retirement Rules
Jun 23, 2021 ·
55m 56s
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Description
In today's episode of Money on Tap, Ben and Seth cover Apple's legal battle with Epic games, cybersecurity issues regarding retirement accounts and managing your aging parents' finances as they...
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In today's episode of Money on Tap, Ben and Seth cover Apple's legal battle with Epic games,
cybersecurity issues regarding retirement accounts and managing your aging parents' finances as they enter the final chapter of their lives.
show less
cybersecurity issues regarding retirement accounts and managing your aging parents' finances as they enter the final chapter of their lives.
- What are the biggest retirement mistakes to avoid?
The ones we see most: treating retirement like the accumulation years instead of shifting to a distribution mindset; ignoring sequence of returns risk, where early losses plus withdrawals compound against you; claiming Social Security without a strategy, a largely irreversible decision; assuming taxes will automatically be lower in retirement while RMDs, Social Security taxation, and IRMAA quietly stack; following a flat withdrawal rule instead of building an income plan around foundational expenses; leaving healthcare and long-term care unpriced; and making family gifts whose 20-year opportunity cost the plan can't afford. Every one is avoidable — with planning done before the problem arrives, not after.
Information
| Author | Seth Krussman & Ben Brayshaw |
| Organization | Seth Krussman & Ben Brayshaw |
| Website | - |
| Tags |
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