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In this episode, we dive into a video made by Dave Ramsey where he talks about retirement withdrawal rates. We point out the problems with his advice, especially the difference between average returns and actual returns. We also explain why understanding the order of your returns (called the sequence of returns) is super important when you retire. Plus, we discuss safer ways to plan your retirement income, like using income annuities.
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...
With $2.5 trillion in CDs set to mature over the next year, many savers are facing tough decisions. Should you renew at lower rates?...
Did you know there’s a little-known tax rule that could impact your withdrawals if you own multiple annuities with the same company? In this...
