Threats to Your Retirement
Jun 5, 2023
Dana and Brad discuss retirement income sources as well as circumstances that may affect them.
- 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, “Will Your Money Last As Long As You Do?”