Is Your Retirement Built on Income—or “If-Come”?
You’ve spent decades saving for retirement. When your paycheck stops, what will replace it? David Duston calls it “income versus if-come”—the difference between income you can plan around and money you’re counting on being there. In this episode of Safe Money Radio, Brett A. Blake and Duston, founder of MoneyWorks Group and a licensed life insurance agent, discuss what that distinction means for your retirement.
About This Video
You’ve spent decades saving for retirement. When your paycheck stops, what will replace it?
David Duston calls it “income versus if-come”—the difference between income you can plan around and money you’re counting on being there. In this episode of Safe Money Radio, Brett A. Blake and Duston, founder of MoneyWorks Group and a licensed life insurance agent, discuss what that distinction means for your retirement.
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IN THIS EPISODE
What David means by retirement “if-come”
Why building savings and creating retirement income require different conversations
How taxes, Social Security, required minimum distributions (RMDs), and Medicare premiums can affect what you have to spend
Questions to ask your tax professional about traditional and Roth IRAs
Why your CPA and insurance professional should communicate
LEARN MORE ABOUT DAVID DUSTON
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Disclaimer: Educational information only; not individualized tax, legal, or securities investment advice. Consult appropriately qualified professionals about your circumstances. Annuity guarantees are subject to contract terms and the issuing insurer’s claims-paying ability. Product availability varies by state, and annuities are not appropriate for everyone.
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Follow Brett Blake: LinkedIn: @brettblake | Retirement tools: brettblake.annuity.com | Email: brett.blake@annuity.com
Follow David Duston (Founder, Money Works Group): Website: moneyworksgroup.com | Email: david@moneyworksgroup.com | Radio: The MoneyWorks Show on KRLD | LinkedIn: @daviddustonRelated Video
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