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Innhold levert av Impact Partnership and Frankie Guida. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Frankie Guida eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Using a 401k As a Bridge To Social Security

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Manage episode 418155504 series 3561331
Innhold levert av Impact Partnership and Frankie Guida. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Frankie Guida eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Frank and Frankie discuss the complexities of Social Security and the role of 401k in retirement planning. It explores the decision of when to claim Social Security benefits and the potential strategy of using a 401k as a bridge.

Also, hear about the importance of understanding the rules and options of Social Security and the need to consider factors such as age, spouse's age, income, and your investment portfolio.

Connect with the team at A Better Way Financial to start developing your income plan in retirement today!

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

163 episoder

Artwork
iconDel
 
Manage episode 418155504 series 3561331
Innhold levert av Impact Partnership and Frankie Guida. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Frankie Guida eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Frank and Frankie discuss the complexities of Social Security and the role of 401k in retirement planning. It explores the decision of when to claim Social Security benefits and the potential strategy of using a 401k as a bridge.

Also, hear about the importance of understanding the rules and options of Social Security and the need to consider factors such as age, spouse's age, income, and your investment portfolio.

Connect with the team at A Better Way Financial to start developing your income plan in retirement today!

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

163 episoder

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