Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.
Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.
Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.