PinnedMatthew R. Harris (aka Safe Money Matt)Full 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 Children·5 min read·Feb 16, 2024--1--1
Matthew R. Harris (aka Safe Money Matt)54-year-old Couple Wants to Retire in 10 Years with $12,000 per monthCase study of exactly how to position yourself for a comfortable stream of lifetime income with tons of flexibility as well.·2 min read·8 hours ago----
Matthew R. Harris (aka Safe Money Matt)4 Key Tax Considerations To Maximize Your Retirement IncomeDon’t let taxes eat away at your retirement income. Take these 4 key tax considerations into account in your retirement plan.·3 min read·1 day ago----
Matthew R. Harris (aka Safe Money Matt)The 4 Big Changes to Social Security in 2024A comprehensive review of the big changes made to social security in 2024.·2 min read·2 days ago----
Matthew R. Harris (aka Safe Money Matt)62-year-old Couple Can’t Lose ANY Money & Needs Additional $3,000/month in 4 YearsCase study of a 62-year-old couple who wants to completely eliminate market risk and secure some extra guaranteed income.·2 min read·May 9, 2024--2--2
Matthew R. Harris (aka Safe Money Matt)What Happens to Your Retirement if the Market Drops 30%?!We will all see the market drop during our retirement… so what does that do to YOUR retirement plan?! Here’s how to protect yourself.·3 min read·May 8, 2024----
Matthew R. Harris (aka Safe Money Matt)60-year-old Wants To Leave $2M To Each of Her Daughters (100% Tax-free)!If you have more than you can spend start repositioning that money for a tax-free transfer. You can CREATE wealth for your…·2 min read·May 6, 2024----
Matthew R. Harris (aka Safe Money Matt)How To Fully Maximize Your Taxable Retirement Income in 2024 (at less than a 9% annual tax rate)You can collect a LOT of taxable retirement income without as big of tax bill as you might think. Maximizing this taxable income is…·2 min read·May 3, 2024----
Matthew R. Harris (aka Safe Money Matt)56-year-old Couple Wants to Retire Early With $100,000 A Year of Tax-free Income56-year-old couple sells their engineering firm & wants to know how to retire tax-free with 6-figures per year of retirement income.·2 min read·May 2, 2024----
Matthew R. Harris (aka Safe Money Matt)You Put Up The Capital. You Take The Risk. They Take 77%.Imagine giving away 77% of your investment wealth over your lifetime thinking you got a “good deal”… unfortunately that’s reality for many.·3 min read·May 1, 2024----