PinnedFull Income Analysis: 59-year-old Couple Retires with $200k/year At A 6.4% Annual Tax RateFull Retirement Income Analysis emphasizing the optimization of tax-free income sources and positioning assets for tax-free wealth transferAug 13, 20242Aug 13, 20242
PinnedFull Analysis: 54-year-old Couple Wants $12k/mo. in 10 Years & $5M Tax-free to Their KidsA Full Analysis of a Retirement Income Maximization Strategy and a Tax-free Legacy Plan for Their ChildrenFeb 16, 20241Feb 16, 20241
The Top 3 Benefits of Safety-first Income Planning ‼️Planning for the TRANSITION into retirement comes with its own unique set of challenges. But, focusing on safety-first is a solid strategy.Just nowJust now
The Ultimate 5-step Tax Minimization Retirement Income StrategyTaxes are unavoidable, but there are a LOT of effective strategies to reduce your overall tax bill in retirement.1d ago21d ago2
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 202Mar 202
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 20Mar 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 181Mar 181
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 71Mar 71
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 6Mar 6