An Effective Retirement Income Plan: How Much Can You Safely Spend  So You Don’t Run Out of Money?

Описание: How much can you safely withdraw from your portfolio each year without running out of money? In this episode, Michael Neuenschwander, CPA, CFP®, explains how to design a retirement income plan that balances stability, flexibility, and longevity.

Key Insights:
Why the “4% rule” isn’t one-size-fits-all
How market timing and volatility affect withdrawals
The role of dynamic income strategies in retirement
Why spending flexibility helps preserve long-term sustainability

For specific questions about your retirement income or tax strategy, consider scheduling a conversation with a qualified advisor.

This video is for informational purposes only and should not be considered tax or legal advice. Consult a qualified professional regarding your unique situation. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

Outlook Wealth Advisors
Phone: (281) 872-1515
Email: [email protected]
Website: www.outlookwealth.com

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