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The Main Street Code – Maximizing Pensions, Minimizing Taxes: Smart Strategies for Retirement Distributions – S6E38
Welcome to The Main Street Code for Financial Success!
On this episode of The Main Street Code for Financial Success, Neil Himmelstein breaks down how to turn retirement savings into reliable income while minimizing tax burdens—both now and for the next generation. From helping a client convert IRA assets into a structured annuity with Secure Act 2.0 benefits to reviewing pension payout options, Neil explains how the right planning can preserve income and protect loved ones. He also dives into the rising need for long-term care solutions and outlines a critical update for New York employers with 10+ employees: mandatory retirement plans by 2026. Tune in for smart strategies that help keep more of what you’ve earned.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch episodes on YouTube, Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.
View all episodes
By Neil HimmelsteinWelcome to The Main Street Code for Financial Success!
On this episode of The Main Street Code for Financial Success, Neil Himmelstein breaks down how to turn retirement savings into reliable income while minimizing tax burdens—both now and for the next generation. From helping a client convert IRA assets into a structured annuity with Secure Act 2.0 benefits to reviewing pension payout options, Neil explains how the right planning can preserve income and protect loved ones. He also dives into the rising need for long-term care solutions and outlines a critical update for New York employers with 10+ employees: mandatory retirement plans by 2026. Tune in for smart strategies that help keep more of what you’ve earned.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch episodes on YouTube, Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.