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What does Shohei Ohtani’s contract have to do with your retirement? In this episode, Paul and Travis Ivanoff explore how financial deferment—like Otani’s salary strategy—can be a powerful tool in retirement planning. From Roth conversions to Social Security timing and annuities, they break down when deferring income makes sense and when it doesn’t. Plus, they tackle risk tolerance after age 50 and how to balance growth with safety as retirement nears.
Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.
With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: Ivanoff Wealth Management
Sources:
https://www.annuity.org/annuities/deferred/
https://www.kiplinger.com/retirement/evolution-of-retirement-are-you-prepared
See omnystudio.com/listener for privacy information.
By Travis IvanoffWhat does Shohei Ohtani’s contract have to do with your retirement? In this episode, Paul and Travis Ivanoff explore how financial deferment—like Otani’s salary strategy—can be a powerful tool in retirement planning. From Roth conversions to Social Security timing and annuities, they break down when deferring income makes sense and when it doesn’t. Plus, they tackle risk tolerance after age 50 and how to balance growth with safety as retirement nears.
Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.
With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: Ivanoff Wealth Management
Sources:
https://www.annuity.org/annuities/deferred/
https://www.kiplinger.com/retirement/evolution-of-retirement-are-you-prepared
See omnystudio.com/listener for privacy information.