Timothy Sumer

Today on Your Money, Your Wealth® podcast #310, Joe Anderson, CFP® and Big Al Clopine, CPA are drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-rata withdrawals, and buckets vs. the total return approach. Plus, a retirement withdrawal strategy with a side of pension and Social Security, another mortgage payoff question, the small business solo 401(k) trap, an LLC for a kayak side-hustle, and FIPhysician.com says nice things about YMYW. 00:00 - Intro 00:48 - Dollar-Cost Averaging, Pro-Rata, Buckets & Total Return: Retirement Withdrawal Specifics (Kristin, MA) 14:48 - What Can You Tell About Index Investments? (Richard) 15:46 - Retirement Withdrawal, Pension, and Social Security Strategy (Jeff, San Diego) 22:40 - Not Sure My Pension is Reliable. Should I Pay Off the Mortgage in 15 Years? (Richard) 26:41 - “Solo 401(k) Trap”: Qualified Business Income Deduction and the Solo 401(k - (Smitty, the Villages) 31:46 - Should I Cre

Should you lump-sum your pension or take periodic payments? What about survivorship options? And how do you determine the best age to take your pension? Many pensions have a myriad of options to choose from... How can you decide which option fits both your goals and retirement plan? We tackle these questions and more in this week's Wealth Wednesday. - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: 🏆 Join our 'Retirement Mastery' Facebook Group: 📈 Talk with us about your retirement plan here: 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at ... ( read more