Retirement Income Evolution

Was retirement really better in thge past? Have 401k plans been a retirement income benefit or detriment? Might there be a better way to insure a secure retirement income? We also explore the difference in long-term returns between large-cap and small-cap value stocks. Plus, we hear from listeners:

  • Why does the actual income from I-Bonds not match the stated rate?

  • Can income from a court settlement from a stock in an IRA be transferred into the IRA?

  • Is it better to take retirement income from investments annually, monthly, or as needed?

  • Looking for a quick portfolio review?

  • Is it okay to start spending extra money in retirement?



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They Need Complexity