Shop for Annuities Like You’re Buying a Car, Strategies for Retirement Withdrawals, What Solo Agers Must Do Now

Consider the Entire Journey When Retirement Planning | Choosing Your Trustee: These Are the Common Options | No Kids to Rely On? What Solo Agers Must Do Now Created for {EMAIL} | [Web Version]( June 30, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Retirement Planning [] [Consider the Entire Journey When Retirement Planning]( [Consider the Entire Journey When Retirement Planning]( (Getty Images) Retirement planning is like [climbing a mountain]( -- how you come down the mountain is just as important, if not more so, than how you get to the top, according to financial professional Cosmo P. DeStefano. [] Estate Planning [] [Choosing Your Trustee: These Are the Common Options]( [Choosing Your Trustee: These Are the Common Options]( (Getty Images) A friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. Estate planning attorney Denise McClain notes that there are also other [trustee options](. [Looking for a financial advisor?]( Datalign Advisory can connect you with a financial advisor who puts you first and understands your longterm goals. Create a financial plan tailored to your unique situation for long-term success. [Learn More]( ADVERTISEMENT [] In Case You Missed It [] [No Kids to Rely On? What Solo Agers Must Do Now]( [No Kids to Rely On? What Solo Agers Must Do Now]( (Getty Images) If you don’t have children or a support system of close friends nearby, you face some special challenges. For peace of mind, [answer these seven questions](, courtesy of financial adviser Thomas C. West. [] Annuities [] [Shop for Annuities Like You’re Buying a Car]( Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons. Financial professional and attorney Kelly LaVigne goes into detail about what to look for in an annuity. [Read More]( [Match with a financial advisor in 3 minutes]( Datalign Advisory, a free platform that connects individuals with a SEC registered financial advisor, was designed to help you take control of your finances. [Learn More]( ADVERTISEMENT [] Retirement Management [] [How to Be Strategic With Your Retirement Withdrawals]( To make your savings last, you need to know how to draw from the right investment … at the right moment. Wealth manager Adam Tau has some advice for that. [Read More]( [How to Develop a Dividend Reinvestment Strategy]( Generate $2,000 a month in dividends with a private REIT, specializing in industrial properties. This fund offers a path to create passive income using dividends and compound interest. With 250k at 10% APY discover how to yield $2000/month to help you reach your financial goals. 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