Rubino & Liang Wealth Partners

The Role Dividend Paying Stocks Play In Your Retirement Portfolio

The notion of using dividends in retirement, either as a way to complement other financial assets, or perhaps rely on them for an even larger percentage of income, is drawing plenty of interest these days.

But what role do dividend-paying stocks still play in retiree portfolios today?

How do you know if you have the right balance of dividend paying stocks in you retirement portfolio? (or if you even SHOULD have them in your portfolio?)

In this episode of After The Paycheck. John and Adam discuss the role that dividend paying stocks play in a retirement portfolio, and the cause-and-effect relationship they can have on your income in retirement

 

The Role Dividend Paying Stocks Play In Your Retirement Portfolio:

  • Do dividend-paying stocks still play a role in retiree portfolios today?

  • One side effect of the pandemic in the financial markets is that some companies have been forced to cut their dividends or eliminate them entirely. So where does that leave retirees who may be relying on dividend stocks for some of their income?

  • Are there specific types of dividend paying stocks you might want to avoid (or consider) as you plan your retirement cash flow strategy?

  • Are there specific tax consequences you need to consider from having dividend paying stocks in your portfolio?

  • How do you know if you have the right balance of dividend paying stocks in your retirement portfolio? (or if you SHOULD have them in your portfolio?)

 


Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat.

Let’s take some time to talk about the money obstacles you may be facing.

Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help.

{{cta(‘3b9d1e1a-7c2d-4e86-b2c0-9e45e2d3ae00′,’justifycenter’)}}

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!

Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

Enjoy Less Stress

Start feeling confident, content, and secure with your retirement situation. You might even sleep better!

Start Building Your 365 Retirement Plan:

More To Explore

Share This Post

Subscribe To Our Newsletter

Get updates Of Future Posts