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Navigating market volatility can be challenging for individuals nearing retirement. Here are some key strategies to help manage risk and protect retirement savings in tumultuous times. In this conversation, Kevin and Robin discuss the importance of having a financial plan and offer their services to create a customized lifetime income plan at no cost or obligation. They emphasize the need to control behavioral tendencies and make informed decisions based on a solid plan. They also touch on topics such as market volatility, healthcare costs, tax planning, and longevity risk. The conversation concludes with a Q&A session where they address questions about required minimum distributions, rolling over a 403B plan, and the difference between index funds and ETFs.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
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