Estimating your retirement needs with an online calculator can offer an anonymous, low-commitment method to help obtain the basic estimates you need to get started and know how much money you need to retire comfortably. But not all retirement calculators are created equal. According to the Employee Benefit Research Institute’s most recent retirement confidence survey, […]
Pros and Cons of Financial Calculators. Read More »
In this video Mathew Johnson discusses “The Terminal Illness Takeaway” To speak with Matthew directly toll-free at 866-290-3837 to schedule 15
The Terminal Illness Takeaway Read More »
Social Security benefits are the main source of income for many retirees. Deciding when to take these benefits however could severely impact your retirement. When combined with savings from a 401(k) and IRA account, Social Security benefits could help you retire how you planned. So, if you’re approaching retirement, now is a good time to
6 Social Security Maximization Strategies Read More »
In this video Mathew Johnson discusses “The Variable Annuity Tool” To speak with Matthew directly toll-free at 866-290-3837 to schedule 15
The Variable Annuity Tool Read More »
Let’s talk taxes. Especially in today’s economy, when you start putting money away for retirement, you might be thinking of the tax benefits or consequences you’ll incur. More than a third of current retirees (35%) did not consider how taxes would affect their retirement income when planning for retirement, according to the Nationwide Retirement Institute’s
Get the Inside Scoop on Retirement Taxes in Iowa Read More »
Hear Matthew P. Johnson’s thoughts on Estate Planning and the importance of having an Estate Plan.
This year, estate and legacy planning will be more important than ever because of changes to inheritance rules and tax laws that went into effect last year and other changes that could be coming. The good news is that many people are not likely to see their income taxes raised for the foreseeable future. It’s
5 Reasons You Should Manage Your Estate Before Retirement Read More »
Take a look at my appearance on The Income Generation.
Matthew P. Johnson’s Appearance on the Income Generation (05.02.2021) Read More »
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory Services offered by Sound Income Strategies, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities.
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