Unlocking Retirement: Navigating Planning, Investments, and Tax Strategies | Episode 99

Safer Retirement Radio

Jump into the world of retirement planning with Brian Decker and Arrin Wray on Safer Retirement Radio. In this enlightening episode, our experts unravel the complexities of the Secure Act 2.0, adjusting investment strategies for retirement, and the critical role of tax planning in securing a financially stable future. 🔍 Episode Highlights: Retirement Planning Principles: Learn the importance of drawing income from principle-guaranteed accounts and how to manage your finances more effectively in retirement. Investment Strategies: Discover how to adjust your investment strategies to protect your principal from market volatility and ensure consistent spending. Tax Implications: Brian and Arrin discuss the tax implications of inheriting an IRA and introduce strategic IRA to Roth conversion strategies as a tax planning solution. Guaranteed Income Strategies: Understand why accumulation strategies may harm retirees and explore laddered principal guaranteed accounts for retirement income. Secure Act 2.0 and Inflation Impact: Unpack the changes brought by the Secure Act 2.0, including automatic enrollment, catch-up contributions, and how inflation affects healthcare costs and estate planning. For personalized retirement planning advice, don't hesitate to reach out. Call us at 855.425.4566 or visit https://deckerretirementplanning.com/ for more insights. Tune into Safer Retirement Radio on your favorite podcast platforms for expert guidance on navigating retirement planning, investment strategies, and tax implications.