Retirement Income Mistakes to Avoid
Some retirement income mistakes can't be undone. Here are the most common ones — and how to steer clear.
Many retirement income setbacks come down to a handful of avoidable mistakes — and the costliest ones are often permanent.
This guide highlights the most common pitfalls and how to plan around them.
Overspending in the early years
How the 'go-go' years can quietly drain a plan.
Ignoring taxes and RMDs
How a lack of tax planning can mean paying more than necessary.
Taking too much (or too little) market risk
The dangers at both extremes of the risk spectrum.
Not having a written income plan
Why a plan on paper beats decisions made one at a time.
This guide is for general educational purposes only and is not financial, tax, or legal advice. Tim Hartle is an independent insurance professional. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured. Rules and product features vary by situation and by state. Please consult a qualified advisor about your own circumstances.
Frequently Asked
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Apply This to Your Own Plan
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Annuities are insurance contracts. Guarantees, including guaranteed lifetime income benefits where available, are subject to the claims-paying ability of the issuing insurance company. Product features, fees, withdrawal restrictions, and surrender charges vary by contract.