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

Matthew R. Harris (aka Safe Money Matt)

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Matthew R. Harris (aka Safe Money Matt)

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

5 min readFeb 16, 2024

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

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Matthew R. Harris (aka Safe Money Matt)

The Market Can Cause A Real [Tax Bracket] Problem in Retirement

If your investments do well it could create a tax problem for you in the later years of retirement. There are ways to mitigate this risk.

2 min read3 days ago

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The Market Can Cause A Real [Tax Bracket] Problem in Retirement

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Matthew R. Harris (aka Safe Money Matt)

The Top 4 Ways to Position Yourself For a Tax-free Retirement

Ensuring that your income lasts is always priority #1 in retirement, but minimizing your tax bill is also incredibly important. Here’s how!

2 min read4 days ago

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The Top 4 Ways to Position Yourself For a Tax-free Retirement

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Matthew R. Harris (aka Safe Money Matt)

The Power of Delaying Your Social Security for a Tax-free Retirement (and your legacy goals)

Delaying your social security can help you retire tax-free, protect your assets from a long-term care event & leave more money to loved…

2 min read5 days ago

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The Power of Delaying Your Social Security for a Tax-free Retirement (and your legacy goals)

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Matthew R. Harris (aka Safe Money Matt)

You Can Average 10% Returns (or more) & Still Run Out of Money in Retirement

There’s an interesting phenomenon that happens once you start taking income from a retirement portfolio…it’s a sequence-of-return risk…

2 min readApr 19, 2024

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You Can Average 10% Returns (or more) & Still Run Out of Money in Retirement

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Matthew R. Harris (aka Safe Money Matt)

59-year-old Wants More Guaranteed Retirement Income in 8 Years (the actual cost today)

An analysis showing how much it costs to secure guaranteed, lifetime income in the future and why it makes sense to do that early.

2 min readApr 19, 2024

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59-year-old Wants More Guaranteed Retirement Income in 8 Years (the actual cost today)

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Matthew R. Harris (aka Safe Money Matt)

4 Lesser Known Benefits of Fixed Annuities That Most People Don’t Know About

Fixed annuities can generate guaranteed interest, lifetime income & allow risk-free market participation, but they do a lot more as well…

2 min readApr 17, 2024

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4 Lesser Known Benefits of Fixed Annuities That Most People Don’t Know About

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Matthew R. Harris (aka Safe Money Matt)

4 Ways to Collect Social Security Completely Tax-free in Retirement⁉️

Collecting social security tax-free allows your retirement income to last 5–7 years longer. Here are 4 strategic ways to make that a…

2 min readApr 12, 2024

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4 Ways to Collect Social Security Completely Tax-free in Retirement⁉️

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Matthew R. Harris (aka Safe Money Matt)

How to Provide Over $1M of Long-term Care Coverage (and still have access to your money)‼️

Allow index funds to pay for your LTC with no market risk while maintaining access to your money (and transfer tax-free if not used for…

3 min readApr 9, 2024

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How to Provide Over $1M of Long-term Care Coverage (and still have access to your money)‼️

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Matthew R. Harris (aka Safe Money Matt)

My Wife and I are 60 with $900k, Can We Retire at 65⁉️

Analysis of a 60-year-old couple wanting to ensure their retirement income while maintaining a substantial amount of flexiblility.

2 min readApr 8, 2024

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My Wife and I are 60 with $900k, Can We Retire at 65⁉️

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Matthew R. Harris (aka Safe Money Matt)

Matthew R. Harris (aka Safe Money Matt)

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

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