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 is the distribution phase of retirement planning?
It's the stage when you stop accumulating and start drawing income from what you built — and the whole equation reverses. The work centers on three jobs: establishing foundational income so your core expenses are covered by a predictable monthly paycheck (Social Security, pensions, dividends, annuity and income programs) and growth assets can stay invested through market cycles; preserving wealth against the retirement tax trap — RMDs at 73, inherited IRAs on the 10-year clock, and Medicare IRMAA tiers — with withdrawal sequencing, multi-year Roth conversions, and QCDs; and transferring a legacy deliberately, starting with correctly named beneficiaries. Leave a plan, not a puzzle: the best-executed estates are the ones the inheritors understood in advance.
Information
| Author | Seth Krussman & Ben Brayshaw |
| Organization | Seth Krussman & Ben Brayshaw |
| Website | - |
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