The Troyer Retirement Show this week delves into the critical aspects of decumulation in retirement, emphasizing the importance of structured income planning and the common mistakes retirees make. It highlights the psychological and financial implications of spending strategies, the risks associated with decumulation, and the need for a balanced approach to managing retirement funds. The discussion aims to empower retirees to enjoy their savings while ensuring financial security throughout their retirement years.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

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This conversation focuses on the transition from earning a regular paycheck to managing retirement income. Mark Troyer, Amber Houtz, and Houston King discuss the challenges retirees face in adjusting their mindset from saving to spending, the risks associated with relying on investments for income, and the importance of having a guaranteed income plan. They emphasize the need for a personalized retirement paycheck to ensure financial security and the ability to enjoy retirement without constant worry about market fluctuations.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

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In this episode, Mark Troyer, and his team discuss the significant changes introduced by the Secure 2.0 Act, particularly focusing on Roth contributions and catch-up provisions for retirement accounts. They delve into the tax implications of these changes, emphasizing the importance of proactive tax planning for individuals aged 50 and above. The conversation highlights the potential benefits of Roth conversions and the necessity of having a comprehensive tax strategy to optimize retirement income and legacy planning.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

See omnystudio.com/listener for privacy information.

Troyer retirement Show: In this episode, the hosts, Mark Troyer, Amber Houtz, and Houston King use a hiking analogy to explore the journey of retirement planning. They discuss the different phases of a career, the importance of having a guide, and the need for a comprehensive retirement plan that includes investments, taxes, and estate planning. The conversation emphasizes the necessity of being proactive in retirement planning and the value of seeking professional guidance to navigate the complexities of financial security in retirement.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

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In this episode of the Troyer Retirement Show, Mark Troyer, Houston King, and Amber Houtz discuss the essential elements of retirement planning. They emphasize the importance of having a solid retirement plan, understanding income needs, wealth management strategies, tax management, and estate planning. The hosts share insights on how to navigate retirement successfully, avoid common pitfalls, and answer listener questions about Social Security and tax implications in retirement.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

See omnystudio.com/listener for privacy information.

In this episode, the hosts discuss the complexities of retirement taxation, focusing on how the IRS impacts retirees through Social Security taxation, required minimum distributions (RMDs), and the widow's tax bracket. They emphasize the importance of strategic planning to minimize tax burdens and explore various strategies, including Roth conversions and income distribution planning, to help retirees keep more of their hard-earned money.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

See omnystudio.com/listener for privacy information.

On this episode of The Troyer Retirement Show, the hosts use the metaphor of glacier calving to illustrate the complexities and risks associated with retirement planning. They discuss how the buildup of financial resources over time can lead to sudden changes in retirement income, emphasizing the importance of understanding the sequence of returns risk. The conversation highlights the need for a solid retirement plan that accounts for market fluctuations and provides a steady income stream, ultimately encouraging listeners to take proactive steps in their retirement planning.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

See omnystudio.com/listener for privacy information.

In this episode of the Troyer Retirement Show, Mark Troyer along with Amber Houtz and Houston King, discuss various aspects of retirement planning, focusing on federal employee buyouts, pension options, healthcare coverage, portfolio risks, annuities, structured notes, charitable giving strategies, and estate planning. They emphasize the importance of having a comprehensive retirement plan that addresses income stability, tax efficiency, and legacy considerations

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

See omnystudio.com/listener for privacy information.