Useful Retirement Planning Tips and Common Myths
33 min watch
Retirement planning can feel overwhelming, but it doesn’t have to be. In this episode of Future Focus, host Troy Branch talks with Jacob Messick from the advanced planning team and Andrew Gunning from Ameritas retirement plans to clear up common myths and mistakes people make with their retirement accounts.
What you’ll learn in this episode:
- Why you can’t take your required minimum distribution whenever you want.
- The differences between Roth IRAs and Roth 401(k)s.
- How to make sure you’re getting your company match.
- And more practical tips to keep your retirement strategy on track.
Watch this episode for retirement planning tips for your future.
Future Focus: A Financial Strategies Podcast
Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.
Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.
Disclosures
This podcast is for information purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought.
This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. in Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.
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