How Can You Pay Yourself in Retirement?

January 27, 2020
Building a nest egg for retirement is a massive, multifaceted project. But after decades of saving and accumulating wealth, there comes a time when you need to transition into spending mode.

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After you listen

  • If you want to hear about recent legislative changes affecting required minimum distributions, listen to this episode of WashingtonWise.
  • If you want to hear about recent legislative changes affecting required minimum distributions, listen to this episode of WashingtonWise.

A top concern among those who are retired or about to retire is how to generate income from their portfolio. They're leaving their primary job, need to replace the paycheck they used to get from their employer, and are looking for their portfolio to help make that happen.

In this episode Mark talks with Kathy Jones, chief fixed income strategist at Schwab. They discuss how living off interest and dividends alone is unrealistic for most retirees—and what other income strategies might work better.

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