The Rules of Retirement Have Changed (Here’s How To Prepare)

⁠⁠⁠⁠Retirement planning may need a major rethink as longer lifespans and earlier retirement stretch what was once a standard 30-year retirement into 40 years or more. Rebie and Bo explain how longevity risk, inflation, bear markets, healthcare expenses, required minimum distributions, Social Security taxes, Medicare IRMAA surcharges, and the widow’s tax can affect your retirement income. Plus, learn how tax diversification, the three-bucket strategy, HSA investing, and strategic Roth conversions can help create a more resilient retirement plan. If you’re wondering how much you need to retire, when to retire, or how to make retirement savings last, this is where to start.

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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices