The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)
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The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)
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June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more.
If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!
Here’s some of what we discuss in this episode:
0:00 – Intro
1:37 – Life insurance in retirement planning
5:56 – The retirement planning sweet spot
10:09 – Finding the right strategy for you
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv
Schedule an appointment: https://www.tag-pa.com/contact
Find us on YouTube: https://bit.ly/3SLNt4Z
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