Retire Well

← Retire Well19 sep · 52 min

102: How to Turn Your 401(k) Into Lifetime Retirement Income

102: How to Turn Your 401(k) Into Lifetime Retirement Income19 sep52 min

Is your 401(k) actually ready to fund your retirement?

On this episode of Retire Well, Josh Bretl and Mark Elliott break down how to replace traditional pensions with a reliable lifetime income plan.

Learn how to manage debt, navigate inherited IRAs under the 10-year rule, handle money in second marriages, and evaluate private equity risks.

Josh also shares his simple two-lane strategy to balance safe income with market growth.

Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.