EPISODE · Jul 28, 2023 · 55 MIN
Episode 90 - Safeguarding Your Retirement: Stress Testing and Tax-Free Strategies
from Safer Retirement Radio · host Brian Decker - Owner and Founder - Decker Retirement Planning
Brian is joined by, Neil Fenning, one of our Washington-based advisors, to talk about the intricacies of retirement planning in this insightful episode. Discover the importance of shifting from accumulation to distribution and why last year serves as a critical case study for this paradigm shift. This episode hones in on the necessity of stress testing in portfolios and the pivotal role of income planning. Learn about the five layers of protection against inflation, contingencies in the stress test, the impacts of a spouse's death on retirement income, and more! Brian and Neil offer expert insight on tax-free retirement strategies and explore the potency of ROTH conversions, flexible spending, and the use of donor-advised funds. They further shed light on the possibility of making rental real estate income tax-free through the creation of trusts and touch on the importance of long-term care and insurance. For more information and to download free retirement planning resources, visit https://www.deckerretirementplanning.com
What this episode covers
Brian is joined by, Neil Fenning, one of our Washington-based advisors, to talk about the intricacies of retirement planning in this insightful episode. Discover the importance of shifting from accumulation to distribution and why last year serves as a critical case study for this paradigm shift. This episode hones in on the necessity of stress testing in portfolios and the pivotal role of income planning. Learn about the five layers of protection against inflation, contingencies in the stress test, the impacts of a spouse's death on retirement income, and more! Brian and Neil offer expert insight on tax-free retirement strategies and explore the potency of ROTH conversions, flexible spending, and the use of donor-advised funds. They further shed light on the possibility of making rental real estate income tax-free through the creation of trusts and touch on the importance of long-term care and insurance. For more information and to download free retirement planning resources, visit https://www.deckerretirementplanning.com
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Episode 90 - Safeguarding Your Retirement: Stress Testing and Tax-Free Strategies
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