From Nest Egg To Paycheck In 3 Steps
Jeb Jarrell, CFP, CAP, CEPA
Helping families build, protect, and transition wealth
I usually talk retirement strategy, but today I want to talk tactics. Today is more about how and less about why.
I’m going to show you the steps (and potential pitfalls) when you’re rebuilding your paycheck in retirement. I’m also going to talk about how to build your portfolio so that it can continue to grow, even after you begin taking withdrawals.
You’ve probably spent plenty of time thinking about your retirement account, investments, and maybe even how to reduce your taxes once you have retired. What often gets overlooked is the actual process to turn your savings into income, from your retirement account to your bank account.
Here’s how to save time by automating your investments and your paycheck.