🔧 Build a Sturdier Financial Future. Book Your Consultation: https://mitchlyonswealth.com/retirement-consultation/
Retirement planning is about more than reaching a certain savings number. Mitch explains why dependable monthly income, tax planning, and strategic Roth conversions can provide greater control and confidence. He breaks down the difference between Roth contributions and conversions, highlights the risks of relying too heavily on market withdrawals, and explains how retirees can identify and fill an income gap.
Here’s some of what we discuss in this episode:
📝 Roth Control: Reduce future tax uncertainty strategically.
📊 Conversion Rules: Income limits do not apply.
⛽ Monthly Income: Focus beyond the account balance.
🧩 Income Gap: Identify what guaranteed sources cannot cover.
🏈 Retirement Red Zone: Protect the critical transition years.
🛡️ Market Risk: Avoid depending solely on withdrawals.
🐷 Personal Pension: Create dependable income from savings.
Resources
Our website: https://mitchlyonswealth.com/
Phone: 866-857-8335
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