Month: February 2023
How to prepare to retire in a slowing economy
With a slumping stock market and a slowing economy, early retirees and people looking to retire in the near future need to make intelligent decisions to avoid jeopardizing a successful retirement. Here are a few actions our trusted financial planners recommend to help make the transition into retirement as seamless as possible. The first thing a retiree should do is examine their spending history to help build a budget. They can do this by adding up all of their annual spendings over the last three years to look at macro trends in spending patterns. Once that’s determined, they’ll want to make investments that can support that budget. Another way retirees can prepare for retirement income is to create a bond ladder. We’re able to help retirees invest their money while bond yields are back up and high-quality corporate rates reach as high as 4.75%1. High-quality bonds held to maturity can also provide a household with a steady income for the next few years. And there are a lot of different types of bonds – corporate bonds, municipal bonds, and even United States Treasuries – each with their own benefit. For example, one of the advantages of municipal bonds is the tax status since they are exempted from federal, state, and local taxes, which helps minimize taxes during retirement. Another strategy that could be helpful during retirement is to take action to stay ahead of inflation. One way to do that is with dividend-producing sto
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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