Could Your Retirement Plan Be Taking the Wrong Kind of Risk?
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Could Your Retirement Plan Be Taking the Wrong Kind of Risk?
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Could your biggest retirement risk be the money you think is keeping you safe?
In this episode of Smart Tax Talk, John Blanchard explains how retirees can balance growth and protection by assigning different jobs to different assets. He discusses sequence-of-returns risk, tax exposure from IRAs, Roth conversion strategies, and why retirement income planning goes beyond investment returns. The conversation also explores the mindset of lifelong savers who struggle to spend in retirement, common retirement planning myths, and the importance of staying financially flexible as markets, tax laws, and technology continue to evolve.
Let's dig deeper into this conversation. Get a complimentary review of your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!
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