Retirement Income: 6 Sources Many People Miss

About this episode

The episode discusses six often-overlooked sources of retirement income and their impact on lifestyle and taxes.

Get the Your Next Dollar Blueprint here! Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com Learn how six income sources could shape your lifestyle — and your tax bill — in retirement. Host Andrew Giancola and NerdWallet Wealth Partners CEO Ryan Sterling walk through six sources that could fund your retirement — from Social Security and pensions to annuities and part-time work — plus the account withdrawal order that could quietly cost you six figures in taxes. NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not…

People in this episode

Host: Andrew Giancola

Guest: Ryan Sterling

Topics covered

• retirement income
• financial planning
• tax strategies
• investment sources
• social security
• pensions
• annuities

Keywords

• retirement
• income sources
• financial advisor
• tax bill
• Social Security
• pensions
• annuities
• part-time work
• account withdrawal order

Mentioned in this episode

Organizations: NerdWallet Wealth Partners, NerdWallet Wealth Partners LLC, SEC, NWWP

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