Latest / Financial Safari with Coach Pete
Give Each Retirement Dollar a Job: Income, Risk and Taxes
What is each part of your retirement savings meant to do? Coach Pete, Thomas Lipscomb, Denise Reyes and Jackie Selby discuss building a monthly income strategy, assigning money different roles for income and risk, and considering taxes before making retirement decisions.
They explore income riders and Coach Pete’s color-coded approach to organizing savings around the retiree, a spouse and what may pass to family. To connect with the team, text PLAN to 600-700 or explore retirement resources at CoachPete.com.
Information is provided for educational purposes only and does not constitute…
The skinny
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