Name: The Retirement Clinic-3-11-23 – The 4% Rule and Your Portfolio by Kowal Investment Group
Duration: 47 min 58 s
Description: Jeff Kowal and John White discuss how volatile market conditions can impact the 4% rule for withdrawals in retirement, explain a new feature of 529 plans under the SECURE 2.0 Act legislation, and examine the characteristics of Special Needs Trusts.

Jeff Kowal and guest Mark Maynard of Senior Benefit Solutions discuss the four parts of Medicare, share insights regarding annual enrollment, and answer caller questions regarding Medicare.

The Retirement Clinic-10-30-21- Medicare Annual Enrollment

Jeff Kowal and John White discuss how volatile market conditions can impact the 4% rule for withdrawals in retirement, explain a new feature of 529 plans under the SECURE 2.0 Act legislation, and examine the characteristics of Special Needs Trusts.

The Retirement Clinic-3-11-23 – The 4% Rule and Your Portfolio

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com

For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

The Retirement Clinic-3-11-23 – The 4% Rule and Your Portfolio

Kowal Investment Group

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