INCREASING INCOME WHEN THE ODDS ARE STACKED AGAINST YOU

This week’s article was interesting to me because it referenced recent articles that suggest “retirees refrain from withdrawing any more [from their retirement account] than they are allowed under required minimum distribution rules” and it went on to talk about at least two problems with this approach: One of them is that few retirees “have saved enough to limit their withdrawals without taking a severe hit in their standard of living,” and the other is that “the retiree may end up having been too frugal in the best years of her retirement while leaving an excessive estate.” Call us if you would like to talk about this, as we have some ideas we think may help in your retirement planning.

Click Here to Read Full Article

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top

Starting November 11th 2024, our Fort Worth office will now be located on the SEVENTH floor in Suite 703

Reach out to us if you have any questions!