Episode 376 - Key Strategies for Sustainable Retirement Income Planning

“I’m retired, now what?” How does one find that balance between excessive and overly conservative withdrawals? Every retiree’s situation is different. On today’s show, Dennis will uncover some key strategies to help guide you into discovering a withdrawal balance that’s right for you. He’ll also take a closer look at the article, “3 key considerations for sustainable retirement income” by Capital Group. Next, according to the IRS Code Section 2518, the term “qualified disclaimer” means an irrevocable and unqualified refusal by a person to accept an interest in property, but only if one follows the rules. Who knows those rules better than Ed Slott? Heidi will lead us in a discussion based on Ed Slott’s current manual of those rules, as well discuss the possible advantages of planning with disclaimers. You might be surprised by the flexibility that disclaimer planning can offer. Deann will join in the conversation and share timely stats regarding the topics at hand. 

Tune in and take control!