Mar 3, 2023
Retirement brings with it an exciting time of life, but also the challenge of figuring out how to make ends meet in retirement. Retirement income is an important factor in planning for retirement and there are many options available to ensure that retirees have the funds they need. From Social Security, pensions, and lump sums, you need to know how it all fits together in the most tax-efficient way possible.
Here are a few of the things we discuss in this episode:
0:14 – Should I retire in 5-6 with a pension or retire now with a severance package and pension buyout?
1:32 – I’m retiring this year and will have about 18 weeks of vacation and sick leave to get paid out for. Should I wait an extra month and retire in January instead of December for tax reasons?
2:45 – We’re building our dream home and will move in the next year or two. Should we keep our current house as a rental property or sell it and invest the cash?
4:50 – Will gold rise dramatically in a short period of time?
9:16 – Get your questions answered through your Money Map review
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