Upset senior elderly man holding credit card by laptop having trouble worry finance safety data or online payment security. Bank client concerned about problem with credit card, financial fraud threat

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?”



Will Your Money Last As Long As You Do?

More Podcasts