How to Take Income in Retirement the Smart Way
ฝัง
- เผยแพร่เมื่อ 30 ม.ค. 2025
- In this video, Ty Bernicke, CFP®, President & CEO, discusses smart retirement income strategies, focusing on tax minimization, investment bucket allocation, and the importance of flexible financial planning. Ty shares how to optimize your retirement income while enjoying your money wisely.
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✅ Resources Mentioned
www.irs.gov/taxtopics/tc409
🕘 Chapters
0:38 - Investment Bucket Explanation
2:23 - Retirement Income Sources
4:17 - Monthly Income Benefits
5:25 - Tax Payment Methods
7:03 - Enjoying Your Money in Retirement
➡️ About Ty Bernicke, CFP®, President & CEO
Ty Bernicke is the President and CEO of Bernicke Wealth Management. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, The Chicago Tribune, Futures Magazine, and many other well-known national news organizations.
Ty has been recognized as a Best-in-State Wealth Advisor in the state of Wisconsin by Forbes for seven consecutive years. Ty is also a current member of the Forbes Finance Council. This council is an invitation-only organization comprised of senior-level executives in the financial services industry who provide written content on financial topics for Forbes.
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DISCLAIMER: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop.
