Jimmy Lin, from Right Path Wealth Management, discusses the challenges faced by pre-retirees and retirees, such as taxes and income planning. He emphasizes the need for a thorough understanding of the tax code and the different types of retirement accounts. The conversation also touches on the importance of timing when it comes to collecting Social Security and making withdrawals from retirement accounts. Jimmy Lin highlights the value of having a financial advisor who can navigate the complexities of retirement planning and create a personalized plan for each individual.

 

To learn more about Jimmy Lin and his team go to https://rightpathretirement.com/

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