How Do You Turn Retirement Savings Into Income?
Update: 2025-06-02
Description
Making the shift from saving to spending in retirement can feel overwhelming—but it doesn't have to be. In this episode of The Benchmark, Scott Linn and Nick Clay break down how to convert your nest egg into steady, tax-efficient income.
Tune in to learn about:
- Smart Social Security claiming strategies
- How to structure withdrawals across taxable, pre-tax, and Roth accounts
- Managing market volatility and portfolio allocation in retirement
- RMDs, inherited IRAs, and qualified charitable distributions
- When Roth conversions make sense
Whether you're nearing retirement or already there, this episode will help you build a strategy for lasting financial confidence.
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