America and Retirement

The challenges in helping America retire are many.  Kevin Palm, one of America's retirement plan design experts, shares the three pillars of conquering the challenges of retirement.  Kevin walks through these three pillars:  savings rate, return on investment and longevity.  He talks about the pros and cons of saving for retirement with taxed dollars (Roth) or pre-tax dollars, the role annuities can play in planning to and through retirement, and how the SECURE Act, which became law in January 2020, aids in meeting retirement goals.

Kevin can be reached at (818)379-6168 x 66168 and kpalm@kravitzinc.com.

 

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