Brett Shunkwiler

Your Financial Pathway for Retirement Brett Shunkwiler

As he prepared to open his own Lincoln, Nebraska-based financial services firm, Brett Shunkwiler began with the belief that too many people preparing for retirement know more about how to save than they do about converting those investments into sustainable, tax-friendly income upon reaching their retirement dream. Here in his first book, Shunkwiler lays out his five-part approach to retirement planning, one that puts as much emphasis on the distribution phase of life as the more familiar accumulation phase promoted in countless TV ads. His Pathway for Retirement(TM) process explores ways to plan for income designed to last as long as we do; that can continue growing retirement assets even after turning some of them into income; that employs time-sensitive tax strategies that help us keep more of our hard-earned savings in our own pockets; and that plans for both rising health care costs and legacy gifts for loved ones we leave behind. Among other retirement topics, Shunkwiler examines aspects of Social Security strategies, Medicare and Medigap coverage, alternative funding for long-term care, tax strategies in the current era of reduced tax brackets, as well as the effects of the 2019 SECURE Act on IRA planning.