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Generation X Retirement Planning: Maximizing 401ks, IRAs, and Securing Your Financial Future

Attention fellow Gen X’ers: are you taking full advantage of your 401(k)s and IRAs? Did you know that contribution limits change once you hit the age of 50? In today’s episode, we’re shining the spotlight on retirement planning specifically for Generation X – those born between 1965 and 1980. We’ll be sharing crucial tips on making sure you’re not leaving any money on the table by fully utilizing contribution limits and understanding how employer-matching contributions work.

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Ep 17: Wealth Preservation vs. Income Generation in Retirement + How Much Cash Should I Have?

As we approach retirement, it’s crucial to shift focus from accumulating wealth to preserving it and creating a sustainable income. Determining the monthly income needed to cover your expenses and controlling your withdrawals is essential, but more complicated than it might sound. In this episode, Scott will break down the crucial difference between wealth preservation and income generation and then dive into the ideal amount of cash to have in your savings account.

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The team behind Bulman Wealth Group is made up of qualified financial professionals who are passionate about helping individuals and families feel confident about their retirements.