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Retiring Single
Manage episode 462334448 series 3468502
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Brian Akers and Jeff Akers discuss the financial challenges of retiring single, highlighting that 45% of people over 65 are single. They emphasize the importance of financial planning, especially after a spouse's death, to manage tax implications and ensure financial stability. Key points include the need for Roth conversions to take advantage of lower tax brackets, the impact of Medicare premiums under IRMAA, and the significance of having a retirement income plan and annuities. They stress the importance of working with a financial advisor to navigate these complexities and maintain a secure financial future.
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