Dividend investing has been a retirement tool utilized by retirees for years, but is it still a strategy we can rely on to help fund our income plan in retirement?
Discover why relying solely on dividends may not be the best approach and explore alternative strategies that could enhance your financial security. Frank also sheds light on the tax implications of dividends and shares how strategic adjustments can lead to significant tax savings.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:05 – Can you live off dividends?
4:31 – Tax considerations with dividends.
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What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.
Leaving a Legacy
