Episode 42: Retirement Income Primer

Retirement Income Primer Join Mike Miller, CPA, Karl Frank, CFP and Nathan Merrill, attorney as they discuss retirement income. In today’s podcast, Nathan and Mike ask Karl questions about how to turn your retirement assets into retirement income. Some of the questions Karl answers include: Should I invest using a 401k or a Roth and what is the difference? What is my retirement number--how much do I need? What happens to real estate, like my home, in retirement? What about the sale of a business, a home or other large asset? How do we plan for Medicare? What are the tax effects of various sources of retirement income? Oh my goodness! How to avoid the “torpedo” of the Social Security Retirement Income tax. And charities, including ways to make a tax-free gift directly out of a retirement account. This primer covers a lot of ground and opens the door to many other podcasts and resources for retirees and pre-retirees. Learn more here Retirement Income Planning. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorney Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation Goodspeed, Merrill (720) 473-7644 [email protected] Taylor Smith, attorney Helping affluent families build their legacy through complex estate planning Goodspeed Merrill (720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl Frank Financial planner helping a small number of successful families grow and protect their wealth CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 [email protected] Webcasts, Podcasts, Streaming Video, Streaming Audio A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted. All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I. A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios. - A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. - The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.