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Dev Raga Personal Finance
442 superannuation part 2 - retirement phase
In todayโs episode Dev interviews Scott Taylor, touching on:
๐๐พ what is preservation age?
๐๐ฟ what are my options when I retire?
๐๐ป can I chop and change phases?
๐ what is Transition to Retire (TTR)?
๐๐ผ how does tax work in the retirement phase?
๐๐ฝ how does an aged pension get affected?
๐๐พ what is a downsizer contribution?
๐๐ฟ what is the re-contribution strategy?
๐๐ป what is binding death nomination?
๐ how long can I continue to work and get super?
๐๐ผ any specific rules on investment in retirement?
Scott Taylor scott@everestpw.com.au
Everest Wealth (everestwealthgroup.com.au)
Instagram (@everestwealth)
We hate email spam so we donโt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
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