Every Retirement Plan Has This MAJOR Problem
Episode description
As you approach retirement, you likely want to have everything planned out perfectly...
- When you are going to start taking Social Security?
- When to do Roth conversions?
- How to use tax-gain harvesting?
- What your portfolio allocation should be?
- And so on
The good news is you aren't alone in your desire to have it all figured out before you jump in retirement, but here's the bad news... You're plan will be wrong... I know, probably not what you want to hear, but it's the truth.
In today's episode, I discuss this idea of your retirement plan being incorrect and how you should think about your plan instead.
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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.