08 – Building Retirement Income: Strategies for Lasting Wealth
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08 – Building Retirement Income: Strategies for Lasting Wealth
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On this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares proven strategies for turning your retirement savings into a reliable income stream that lasts. Stewart discusses how to strategically use dividends, bond laddering, municipal bonds, annuities, and other fixed income solutions to create a secure and tax-efficient retirement income.
You'll learn why it's critical to align your retirement income strategy with your unique financial situation, including how to manage capital gains and losses effectively, and the importance of coordinating your investments with a clear tax strategy. Stewart also explores how high net worth retirees use specialized tools to protect their wealth, generate sustainable income, and pass wealth efficiently to the next generation through thoughtful estate planning.
Listen now to ensure your retirement income is stable, secure, and optimized for lasting wealth.
For your complimentary, personalized retirement income review, visit AssetPreservationWealth.com.