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Welcome to The Main Street Code for Financial Success!
In this episode, Neil Himmelstein explains why retirement planning is not just about accumulating assets—it is about creating income you can count on. He breaks down when and how to shift from growth mode to income mode, why Social Security timing is different for everyone, and how bucket strategies can help balance safety, income, and continued growth. Neil also covers annuities, sequence-of-returns risk, taxes on IRAs and Social Security, and why Roth planning can create more flexibility in retirement.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
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Visit www.themainstreetcode.com for more information.