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'No Magic Solution': Avoiding Mistakes Turning Assets Into Retirement Income

By Ben Mattlin April 25, 2025 Financial Advisor

Preparing for retirement isn’t just about building a large retirement nest egg, but also turning those savings into sustainable income. Some retirees turn to annuities, but CFP Board Ambassador Grace Yung, CFP® cautions that consumers be aware of “gotchas,” such as restrictions on the timing and amount of withdrawals.

Read more at Financial Advisor

Financial Advisor
Ben Mattlin
April 25, 2025