Retirement income can come from several different sources, each with its own tax considerations and role in a retirement strategy. In this week’s episode of Educational Insights, Mark Hume walks through seven potential sources of retirement income, from non-retirement and Roth assets to Social Security, pensions, and deferred compensation. Understanding how these pieces fit together can provide valuable context when planning for a sustainable retirement income strategy.
Watch to learn more.
Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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