EPISODE · Aug 2, 2024 · 52 MIN

Peak 65

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

A study commissioned by the ALI Retirement Income Institute highlights a looming retirement crisis for baby boomers, particularly those set to retire between 2024 and 2030. Many boomers are ill-prepared for retirement, with two-thirds of the group facing financial challenges. In this conversation, Kevin Sullivan and Nolan discuss various topics related to retirement planning and financial strategies. They cover the benefits of transferring orphan 401k accounts into fixed index annuities, the importance of organizing and consolidating retirement accounts, and the role of annuities in risk mitigation and income distribution. They also touch on the advantages of using a self-directed brokerage option in a 401k plan and the different options for long-term care coverage. Overall, the conversation emphasizes the importance of creating a comprehensive retirement plan tailored to individual circumstances. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

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