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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

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Will Your Money Last As Long As You Do?