Today, Paul answers a question from a listener: I am about to retire. I have social security benefits, retirement accounts, and Stock Appreciation Rights. How should I use the Stock Appreciation Rights in my plan to take an income? Listen along to hear Paul explain Stock Appreciation Rights and how taking them as income affects your income tax and social security benefits in retirement. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at www.paulwinkler.com/question.
Why Everyone Needs an Investing Coach in Their Corner
Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the