Today I explain to Rob how credit and inflation cycles affect the 4% withdrawl rate in retirement and why you need to constantly track your expenses, returns and net worth in retirement. I discuss what you should cover in a financial review and respond to questions on:

• How to simplify taxes and withholding in retirement
• Paying taxes in retirement
• Is real estate an attractive investment right now?
• Owning REITs vs. apartment buildings
• Cashing in a $2 million life insurance policy bought in a trust (ILIT)10 years ago

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.