Maximizing Retirement Income: Strategies for Safe Withdrawals

Morningstar recently published its annual "State of Retirement Income" research report.

This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯

In this episode, you'll learn:

► How researchers arrive at different recommended withdrawal rates

► Why popular withdrawal strategies are (likely) too conservative

► 3 proven strategies for boosting retirement income

And since there is no one-size-fits-all, you'll also learn the pros and cons of each retirement income strategy discussed!

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2025 TAX CHEATSHEET

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EPISODE RESOURCES:

📊  Get Your FREE Retirement & Tax Analysis!

✏️  Grab the Episode Show Notes

📘  Subscribe to "The Go-Go" Retirement Newsletter