The Best Of Refining Retirement Podcast - Threats to Your Retirement

Dana and Brad discuss retirement income sources as well as circumstances that may affect them. Takeaways: - Modified Adjusted Gross Income (MAGI) is an important number to understand because if it is over $34,000 and you are married up to 50% of Social Security can be taxed. - 401k, IRA, Social Security, Capital Gains, Life Insurance, Pensions, and Annuities are all different income sources that can potentially impact your retirement goals. - A Sustainable Retirement Plan can help you balance these different income avenues and help prepare you for a successful retirement. - Download our FREE helpful resource, “Retirement Success”