Matthew R. Harris (aka Safe Money Matt) – Medium

Matthew R. Harris (aka Safe Money Matt)

Pinned

Full Income Analysis: 59-year-old Couple Retires with $200k/year At A 6.4% Annual Tax Rate

Full Retirement Income Analysis emphasizing the optimization of tax-free income sources and positioning assets for tax-free wealth transfer

Aug 13, 2024

Full Income Analysis: 59-year-old Couple Retires with $200k/year At A 6.4% Annual Tax Rate

Aug 13, 2024

Pinned

Full Analysis: 54-year-old Couple Wants $12k/mo. in 10 Years & $5M Tax-free to Their Kids

A Full Analysis of a Retirement Income Maximization Strategy and a Tax-free Legacy Plan for Their Children

Feb 16, 2024

Full Analysis: 54-year-old Couple Wants $12k/mo. in 10 Years & $5M Tax-free to Their Kids

Feb 16, 2024

The Ultimate 5-step Tax Minimization Retirement Income Strategy

Taxes are unavoidable, but there are a LOT of effective strategies to reduce your overall tax bill in retirement.

1d ago

The Ultimate 5-step Tax Minimization Retirement Income Strategy

1d ago

yep, it's called a qualified longevity annuity contract.

1d ago

1d ago

How to Defer RMDs an Additional 12 Years & Reduce Your RMD Calculation by $200k‼️

A little known trick to prevent $200k of your retirement assets from being included in a FORCED liquidation!

Mar 20

How to Defer RMDs an Additional 12 Years & Reduce Your RMD Calculation by $200k‼️

Mar 20

65-year-old Couple Does (2) $250k Roth Conversions Before Taking Social Security (for tax-free…

The Power of Paying Taxes NOW to maximize your future tax-free income (for you and for loved ones)

Mar 20

65-year-old Couple Does (2) $250k Roth Conversions Before Taking Social Security (for tax-free…

Mar 20

Investing for Safe Income + Long-term Market Growth in Retirement‼️

A 2-part Strategy that allows for safety & income maximization + long-term growth & net-worth building potential.

Mar 18

Investing for Safe Income + Long-term Market Growth in Retirement‼️

Mar 18

4 Critical Components To A Successful Retirement Income Plan‼️

Use this list as a guide to ensure that your retirement income plan has addressed these 4 critical components.

Mar 7

4 Critical Components To A Successful Retirement Income Plan‼️

Mar 7

62-year-old Couple Retires With 45% More Income Using Income Guardrails‼️

Building some flexibility into the portfolio portion of your income plan can give you and additional stream of “safe” income in retirement.

Mar 6

62-year-old Couple Retires With 45% More Income Using Income Guardrails‼️

Mar 6

3 Key Considerations for Retirement Income Planning Beyond Just Annuities

Annuities can protect against the market & provide lifetime income, but there are many other considerations to a successful income plan.

Mar 5

3 Key Considerations for Retirement Income Planning Beyond Just Annuities

Mar 5

Matthew R. Harris (aka Safe Money Matt)

Matthew R. Harris (aka Safe Money Matt)

Retirement Income Planner | Safe Money Specialist | 3x Personal Development Author | Fitness Fanatic | Washed-up NCAA Athlete⚾️ | Jesus Lover |

Following

Help
Status
About
Careers
Press
Blog
Privacy
Rules
Terms
Text to speech