Are you preparing for retirement the right way or putting the cart before the horse?
In this episode, Matthew P. Johnson Wealth and Income Management explains why the order of your financial decisions can make or break your retirement strategy. From understanding taxes on 401(k) withdrawals to transitioning into income-focused investing, Matthew shares insight every retiree should hear.
🎯 In this video, you’ll learn:
• Why your 401(k) may not be the best account for income
• How shifting from accumulation to distribution changes everything
• How to reduce taxes and hidden fees in retirement accounts
• The key to generating income without touching your principal
Matthew P. Johnson is president and owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, how to help avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.
Johnson Wealth and Income Management is committed to educating their clients and the community through workshops on topics related to more conservative investment alternatives.Investment Advisory Services offered through Sound Income Strategies, LLC, 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®, LLC. Retirement Income Source®, LLC and Sound Income Strategies, LLC are associated entities.