How Big of a Nest Egg Do I Need to Retire

Published on: Dec 11, 2021

Do you wonder what’s the magic number for me to retire? How much do I need to retire to keep my same lifestyle? If you’ve had thoughts like that, then you will certainly want to stay right here with us as we help you answer the question How Big of a Nest Egg Do I Need to Retire?

In this episode, we discuss the concerns about tax increases and ways you could reduce these taxes, here are the highlights:

  • When the 4% rule doesn’t work
  • It’s not just about the “number”, you need fundamentals in place
  • Why taxes should be a critical pillar of your retirement plan

Host Ben Christy interviews Beacon Capital Management’s Executive Vice President and Financial Advisor, Dan Benson, and CEO and Co-Owner Jon Maxson, for this episode of the Beacon Retirement Strategies Radio Show: How Big of a Nest Egg Do I Need to Retire

A defensive tax strategy could save you a SIGNIFICANTLY in retirement. If you’re unsure of what your tax strategy looks like, we highly recommend you take advantage of our FREE Retirement Tax-Savings Analysis. 

Also, download our FREE TAX-SAVINGS GUIDE to learn about the four steps you can take to put yourself in a position to save money on taxes in retirement.

Pin It on Pinterest