Clayton and Doug outline three tax strategies to help you keep more of what you’ve saved over the years.  They then move into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning.

You can reach Teton Wealth Group by calling 844-838-6100.

Teton Wealth Group

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As we’re seeing high inflation, how should you factor that in your retirement plan?  Ethan and Doug explore the effects of inflation in your strategies and good moves to consider.  They also discuss the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talk about what they consider when meeting clients for their periodic portfolio review.

You can reach Teton Wealth Group by calling 844-838-6100.

Teton Wealth Group

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Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Ethan and Doug address many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  They stay on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then cover risks in retirement from longevity to health care and sequence of returns risk.

You can reach Teton Wealth Group by calling 844-838-6100.

Teton Wealth Group

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Does cryptocurrency belong in your retirement portfolio?  Ethan and Doug take a close look at crypto and if or how to include it in your plan.  They cover retirement planning strategies for those who started a little late and stress that retirement planning of today is different from that of our parents’ generation.

You can reach the team at Teton Wealth Group by calling 844-838-6100.

Teton Wealth Group

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Knowledge is power and Ethan and Doug examine some things that retirees and pre-retirees don’t know that they don’t know.  Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw.  They also go over some tax benefits for those 50 and older.

You can reach the Teton Wealth Group team by calling 844-838-6100.

Teton Wealth Group

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Ethan and Doug take a creative look at what can be considered additional income streams in retirement. The discussion turns to some vehicles that can be considered income streams in addition to good proactive tax devices.  They then break down how your thinking should change in your fifties and then highlight fears faced by many retirees.

You can reach Teton Wealth Group at 844-838-6100.

Teton Wealth Group

 

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Do you have the right answers to important questions to help determine if you are ready for retirement?  Ethan and Doug cover three of those questions.  Roth IRAs are part of the discussion and the proper legacy strategies with a Roth plus mistakes to avoid.  Ethan and Doug display how the little things in retirement savings could make a big difference and offer some simple tips.

You can reach Teton Wealth Group by calling 844-838-6100.

Teton Wealth Group

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The distribution phase of retirement can be complicated.  Ethan and Doug cover some retirement distribution strategies to consider.  They cover some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options.  What are red flags you may be missing on your road to retirement?  Ethan and Doug go over a list of those and offers some solutions that could help you get back on track.

You can reach the team by calling 844-838-6100.

Teton Wealth Group

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There are many people who may want to give “well-intentioned” but questionable tips on retirement.  Ethan and Doug stress the importance of consulting a professional before making any decisions and they cover some commonly given questionable advice.  They also discuss how retirement planning can be different for women and he highlights some retirement mistakes to avoid.

You can reach Teton Wealth Group by calling 844-838-6100.

Teton Wealth Group

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Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Ethan and Doug discuss some investment and retirement rules of thumb everyone should know.  They also break down retirement planning for couples and how each spouse may view retirement differently.   They then cover much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

You can reach Teton Wealth Group by calling 844-838-6100.

Teton Wealth Group

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