Jul 11, 2019
Hopefully we all get to a point where we control our retirement date, but that doesn’t always mean that you have to stop working altogether. What are some of the factors you need to consider for retirement? Plus, the Retire with Integrity Tip discusses possible changes to Stretch IRAs and how that could impact Life Insurance.
To read more about this topic and to see the show notes, click here.
Here are the episode details:
1:45 – Introduction to the topic and how common this is among clients
4:16 – Getting to a point where you don’t need to work but can if you prefer
4:44 – Retire with Integrity Tip – Stretch IRAs vs Life Insurance
5:30 – Will life insurance become more valuable if Stretch IRAs are changed?
8:01 – Should your IRAs be considered debt? There’s an argument for yes.
9:23 – How do you determine when it’s time for you to retire?
10:52 – Thinking about retiring early? Make sure you’re focusing on these things.
12:36 – If you love what you do, why not continue working? Retirement is changing.
13:32 – An example of what clients get confused about when determining income.