EPISODE · Nov 16, 2023 · 27 MIN
Retirement Planning's "Hidden" Questions
from The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management · host Frank Oliver
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.How much can you safely withdraw from your retirement savings each year? Do you really need life insurance in retirement? Listen in as Frank and Walter tackle these commonly overlooked questions so that you can gain the clarity you need to take on your retirement years with confidence!For this week’s mailbag question, David asks whether the government can require him to withdraw a certain amount from his IRAs and 401k, leading to a higher retirement income than what he currently earns while working.Here’s some of what we discuss in this episode:0:00 – Intro2:50 – Tax deferred savings 6:45 – How much can I withdraw each year?9:33 – Life insurance in retirement11:45 – Medical coverage beyond Medicare?14:47 – Fees and commissions19:51 – An exciting announcement 21:19 – Getting to know Frank23:19 – Mailbag question on RMDs from IRAs and 401KsLearn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time Phone: (720) 897-8463Contact our team: https://www.oliverassetmanagement.com/contact#CalendlyIt’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09 Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-requestCheck out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheetsAccess your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisorAttend an upcoming event: https://www.oliverassetmanagement.com/events Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQFacebook: https://www.facebook.com/OliverAssetManagement/LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/
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What this episode covers
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement. How much can you safely withdraw from your retirement savings each year? Do you really need life insurance in retirement? Listen in as Fran...
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Retirement Planning's "Hidden" Questions
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