Kent has dedicated over 35 years to advising clients on their financial needs, with a recent focus on retirement planning. He specializes in addressing crucial questions that arise during this life stage:
- Do I have enough savings to retire comfortably?
- How can I make my retirement funds last as long as I do?
- What is the optimal annual withdrawal rate to avoid outliving my savings?
- How can I minimize taxes on my Social Security benefits?
- When should I start claiming Social Security?
- Which accounts should I tap into first to manage taxes?
- How can I grow my funds while avoiding market risks?
- Where can I secure guaranteed lifetime income?
- Are there penalties for working during retirement?
- How can I protect my savings from inflation?
- Do I need life insurance in retirement?
- What's my plan for Long Term Care?
- Is a Reverse Mortgage a viable option?
Answers to these and other critical questions can provide peace of mind and ensure a fulfilling retirement. Kent, who resides in Sandy, Utah, has been happily married for over 40 years and raised six children. He also served his country for over 30 years as an officer in the Army National Guard, bringing a wealth of experience and dedication to his financial career.
