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)3 Things To Watch Out For With (Variable) AnnuitiesMost of the bad things you hear about annuities are probably true. And most of the bad you hear is referencing variable annuities.·2 min read·11 hours ago----
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·4 days 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·5 days 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·6 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----