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What is a Retirement Drawdown Strategy? 4 Tips to Make Your Money Last

Millard Financial Group

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What is a Retirement Drawdown Strategy? 4 Tips to Make Your Money Last

42 просмотра · 2 года назад
Millard Financial Group
35 подписчиков
42 просмотра · 2 года назад
What is a Retirement Drawdown Strategy? 4 Tips to Make Your Money Last You've spent decades building your nest egg. Then, when you retire, you need a plan to stop saving and start spending, but not too much that you risk running out of money. As Josh Millard with ‪@MillardFinancialGroup‬ explains to Erin Kennedy, it's a delicate balance that requires you to consider these 4 variables: 1. A Plan to Minimize Taxes 2. Make the Right Decision about Social Security Benefits 3. Choose the Right Pension Payout 4. Balance Guaranteed Income and Long-Term Growth Accounting for each of these variables will be different for everyone. If you'd like to speak with a fiduciary advisor about creating your unique drawdown strategy that considers these 4 variables and many more, please reach out to Josh by calling 260.488.8300 or visit www.MillardFG.com #WealthManagement #Retirement #DrawdownStrategy #Taxes #SocialSecurity #Inflation #Pension #GuaranteedIncome