EPISODE · Jun 2, 2025 · 39 MIN
How Do You Turn Retirement Savings Into Income?
from BCSWM’s The Benchmark · host BCSWM
Making the shift from saving to spending in retirement can feel overwhelming—but it doesn't have to be. In this episode of The Benchmark, Scott Linn and Nick Clay break down how to convert your nest egg into steady, tax-efficient income. Tune in to learn about: Smart Social Security claiming strategies How to structure withdrawals across taxable, pre-tax, and Roth accounts Managing market volatility and portfolio allocation in retirement RMDs, inherited IRAs, and qualified charitable distributions When Roth conversions make sense Whether you're nearing retirement or already there, this episode will help you build a strategy for lasting financial confidence.
Embed this episode
NOW PLAYING
How Do You Turn Retirement Savings Into Income?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.