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Maximizing Retirement Income: The Endowment Strategy Explained

After retirement, your investments become your primary source of income. What strategies can you use to protect your retirement income without a steady paycheck? In this episode, Ken New focuses on the endowment strategy as a way to safeguard retirement investments from taxes or market fluctuations. He offers insights on how to streamline retirement accounts and provide alternative investment options that can help weather losses.

Tune in for practical tips on protecting your retirement income.

Ken discusses:

  • Strategies for minimizing taxation by dividing retirement savings rather than transferring them all at once
  • The impact of a market loss on recovery efforts and how to prepare for it
  • The role of real estate investments in mitigating taxation
  • The shift away from traditional stocks and the reasons behind it
  • And more!

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You see the valuation of the stocks every single day, and when it's going up, that's the good times. And when it's going down, that's the bad times.

Ken NewPinnacle Financial Wealth Management


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The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

During retirement, it’s important to stretch your fixed income as much as possible.

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