Pension+
Mar 11, 2022 ·
56m
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Description
- What are the biggest retirement mistakes to avoid?
The ones we see most: treating retirement like the accumulation years instead of shifting to a distribution mindset; ignoring sequence of returns risk, where early losses plus withdrawals compound against you; claiming Social Security without a strategy, a largely irreversible decision; assuming taxes will automatically be lower in retirement while RMDs, Social Security taxation, and IRMAA quietly stack; following a flat withdrawal rule instead of building an income plan around foundational expenses; leaving healthcare and long-term care unpriced; and making family gifts whose 20-year opportunity cost the plan can't afford. Every one is avoidable — with planning done before the problem arrives, not after.
Information
| Author | Seth Krussman & Ben Brayshaw |
| Organization | Seth Krussman & Ben Brayshaw |
| Website | - |
| Tags |
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