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You’ve spent decades building your retirement savings. Now comes a completely different challenge: turning those savings into reliable income.

In this video, David walks through a step-by-step framework for building a retirement income plan that considers more than simply choosing a withdrawal rate.

We’ll discuss:

• How much retirement income you actually need

• Social Security and guaranteed income

• Calculating your income gap

• Choosing an income strategy

• Taxes on retirement income

• Planning for market downturns

  
  

The goal isn’t just to decide how much to withdraw from your 401(k). It’s to build an income plan that accounts for inflation, taxes, market volatility and a retirement that could last decades.

▶️ Watch next: The 3 Best Ways to Generate Retirement Income

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Comments regarding a particular client’s experience may or may not be the same as another client’s experience and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in those jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a professional. All rights reserved.

Any comments regarding safe and secure investments and/or guaranteed income streams refer only to fixed insurance products overseen by state insurance regulators and not any investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.