10. Income Reality Check

Описание: In this "Eye On Retirement" episode titled "Income Reality Check," Jay Tyner, RFC®, and Matt Landon, CFP®, of Semmax Financial Group address a common misconception among pre-retirees regarding withdrawal rates from retirement accounts. They highlight the critical need for a reality check for those who believe they can sustainably withdraw 10 to 15% annually without jeopardizing their financial stability in retirement. Jay and Matt emphasize the importance of a customized approach to retirement planning, considering individual situations, investment strategies, and retirement goals. The conventional wisdom of a 3 to 4% withdrawal rate is mentioned as a general guideline, but they urge you to focus on personalized planning rather than broadly applied rules.

The importance of working with a Certified Financial Planner® to develop a tailored retirement strategy is underscored, aiming to ensure a stable and worry-free retirement. The team at Semmax Financial Group, with over 25 years of experience in providing financial advice, advocates for creating a comprehensive plan that addresses the risk of running out of money in retirement.

▶︎ Get your complimentary Retirement Toolkit packed with valuable information, including Jay Tyner’s book, “America, It’s Time to Rethink Your Retirement” at https://financeinsights.net/wx7lfAJaB...

▶︎ Still have questions? Contact us using the link to set up a 15-minute call with one of Semmax’s fiduciary advisors: https://semmax.com/contact-us/


Disclosure
These materials are for informational purposes only. They are not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation.

Advisory services are offered through Semmax Financial Advisors, Inc., a Registered Investment Advisory firm. Insurance products and services are offered through Semmax, Inc. Tax services are offered through Semmax Tax, Inc.

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