The New Magic Number for Retirement Savings

About this episode

The episode discusses proactive money management and strategies for retirement savings, including tax-efficient IRA conversions and the emotional aspects of retirement.

Join Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn as they talk about being proactive with your money. This episode covers magic numbers and strategies for converting taxable IRAs into tax-efficient structures. Plus the importance of planning for retirement, and the emotional aspects of retirement such as feeling valued and relevant. The hosts share insights on tax planning, income strategies, and the significance of personalized retirement plans. If you have any questions about your own retirement call 866-668-3625 or click here to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

People in this episode

Hosts: Mark Stimpson, Casey Elkins

Topics covered

• retirement planning
• tax strategies
• financial planning
• emotional aspects of retirement
• personalized retirement plans

Keywords

• retirement
• savings
• tax planning
• IRA
• 401K
• pension
• financial strategies

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