Inflation eats into purchasing power—especially once pay raises stop. In this episode, Ken and Jeremy cover practical, level-headed ways retirees can plan for inflation without hype: from choosing where to keep cash, to timing Social Security, budgeting with intention, and setting the right mix of stocks versus safer assets. We keep it simple, educational, and actionable so you can feel more confident about your retirement plan. If you’d like a personalized review or a second opinion, connec...
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Inflation eats into purchasing power—especially once pay raises stop. In this episode, Ken and Jeremy cover practical, level-headed ways retirees can plan for inflation without hype: from choosing where to keep cash, to timing Social Security, budgeting with intention, and setting the right mix of stocks versus safer assets. We keep it simple, educational, and actionable so you can feel more confident about your retirement plan. If you’d like a personalized review or a second opinion, connec...
The Secrets To Avoiding High Taxes On Your Retirement Withdrawals
The Retirement Planners of America Podcast
9 minutes
2 months ago
The Secrets To Avoiding High Taxes On Your Retirement Withdrawals
If you’re not careful, the way you take money out of your retirement accounts could cost you tens of thousands of dollars in unnecessary taxes. The good news? With the right strategy, you can keep more of your hard-earned savings. In this episode, Ken Moraif (Founder & CEO of Retirement Planners of America) and CIO Jordan Roach cover: ✅ The biggest withdrawal mistakes retirees make ✅ How tax treatment differs across IRAs, 401(k)s, Roth accounts, and brokerage accounts ✅ Why sequencing yo...
The Retirement Planners of America Podcast
Inflation eats into purchasing power—especially once pay raises stop. In this episode, Ken and Jeremy cover practical, level-headed ways retirees can plan for inflation without hype: from choosing where to keep cash, to timing Social Security, budgeting with intention, and setting the right mix of stocks versus safer assets. We keep it simple, educational, and actionable so you can feel more confident about your retirement plan. If you’d like a personalized review or a second opinion, connec...
