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MOKAN Wealth
MOKAN Wealth

Retirement Planning’s “Hidden” Questions

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.How much can you safely withdraw from your retirement savings each year? Do you really need life insurance in retirement? Listen in as Kyle and Marc tackle these commonly overlooked questions so that you can gain the clarity you need to take on your retirement years with confidence!Here’s some of what we discuss in this episode:

  • The implications of tax-deferred accounts and how they affect your retirement

  • How much can you safely withdraw from your retirement savings each year?

  • Do you really need life insurance in retirement?

  • The hidden costs and gaps in Medicare coverage

  • Understanding the true costs and fees associated with your investments

We hope you enjoy the show!

This content is for educational purposes only and is not investment, tax, or legal advice.

Next Step

Start with a plan, not a portfolio transfer.

You've saved for decades in 401(k)s and IRAs, and the taxes on that money haven't been paid yet. A Retirement Fit Meeting gives you a clearer picture of how taxes may affect your retirement income, even if you decide not to move forward.