How RMDs and Poor Income Planning Can Impact Retirement

Many people spend years building retirement savings but spend far less time planning how those savings will create income once they stop working. In this educational webinar, we'll discuss why retirement income planning requires a different approach than traditional investing, the risks that can impact retirement income, how Required Minimum Distributions (RMDs) may affect taxes and cash flow when income isn't planned, and strategies designed to help create more confidence throughout retirement.

WE WILL DISCUSS

1. Why retirement income planning is different from simply growing investments.

2. Risks that can reduce retirement income, including inflation, taxes, and market volatility.

3. How RMDs can affect taxes, withdrawals, and retirement cash flow when income isn't planned.

4. Strategies that may help create more reliable income throughout retirement.

DISCLOSURE

The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.