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Conventional thinking says that when it comes to retirement planning the most important thing is to accumulate the most you can in your retirement accounts like a 401(k), SEP, 403(b), IRA and the like.
We believe that conventional thinking is wrong. Planning for retirement begins with thinking about the end first and working backwards from there.
How can I get the most tax-free income in retirement?
Having a plan that answers this question will help insulate you from the variable of rising tax rates. This means that your Social Security is not taxed and you don’t pay unnecessary Medicare surcharges. You want to have multiple sources of tax-free income.
How will I pay for health care and long-term care costs?
Having a plan that answers this question means that your legacy is protected and not devastated by the high cost of long-term care. Having a plan that answers this question means that you’re not a burden on your family.
What if I live a long life?
Having a plan that answers this question means that you’ll never run out of money.
What if the stock market crashes and never comes back like Japan?
Having a plan that answers this question determines an appropriate way for you to save for retirement.
Planning looking backwards eliminates the fear and uncertainty that people have when they retire. It’s never too early to start planning.
Don’t let conventional thinking ruin your retirement. We can help!
We believe that conventional thinking is wrong. Planning for retirement begins with thinking about the end first and working backwards from there.
How can I get the most tax-free income in retirement?
Having a plan that answers this question will help insulate you from the variable of rising tax rates. This means that your Social Security is not taxed and you don’t pay unnecessary Medicare surcharges. You want to have multiple sources of tax-free income.
How will I pay for health care and long-term care costs?
Having a plan that answers this question means that your legacy is protected and not devastated by the high cost of long-term care. Having a plan that answers this question means that you’re not a burden on your family.
What if I live a long life?
Having a plan that answers this question means that you’ll never run out of money.
What if the stock market crashes and never comes back like Japan?
Having a plan that answers this question determines an appropriate way for you to save for retirement.
Planning looking backwards eliminates the fear and uncertainty that people have when they retire. It’s never too early to start planning.
Don’t let conventional thinking ruin your retirement. We can help!
Retirement IncomeHaving multiple sources of tax-free income in retirement is the key to a worry-free retirement.
You should have three, four or even five sources. Ideally, you want to eliminate the IRS as your business partner. The more they keep, the less you do. |
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You also want to avoid paying taxes on your Social Security. After all, you’ve already been taxed once on it, haven’t you?
You also want to avoid paying substantial surcharges on your Medicare premiums.
Wouldn’t you like to take money out of your retirement account income tax free? There is a strategy to do this but you have to plan.
Knowing what your retirement should look like, makes it a snap to figure out suitable retirement savings vehicles for you right now!
This goes against the grain. Conventional thinking says to accumulate the most money you can in your tax-deferred retirement plan then worry about taking distributions later.
We disagree.
You need to know how to generate tax-free income in retirement, then that will determine appropriate vehicles to get there.
We can help!
You also want to avoid paying substantial surcharges on your Medicare premiums.
Wouldn’t you like to take money out of your retirement account income tax free? There is a strategy to do this but you have to plan.
Knowing what your retirement should look like, makes it a snap to figure out suitable retirement savings vehicles for you right now!
This goes against the grain. Conventional thinking says to accumulate the most money you can in your tax-deferred retirement plan then worry about taking distributions later.
We disagree.
You need to know how to generate tax-free income in retirement, then that will determine appropriate vehicles to get there.
We can help!
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Social Security 1Social Security is an important component of guaranteed income in retirement.
Making the right choices before claiming benefits can mean a difference of hundreds of thousands of dollars over a lifetime. We will run a complimentary analysis for you that will show suitable strategies for you and your spouse. |
Click the button below and fill out the form. We will email you your personal Social Security Analysis. 2
MedicareMedicare can be confusing and overwhelming.
It’s one of the biggest decisions you’ll make as you approach 65. Part A, Part B, Part C and Part D… what does it all mean? |
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We can help to get you on the right track with the FREE Baby Boomers Guide to Medicare Planning.
This sturdy laminated 4-page brochure answers questions like when to enroll, the difference between a Medigap and Medicare Advantage plan, how much Medicare costs and more.
This sturdy laminated 4-page brochure answers questions like when to enroll, the difference between a Medigap and Medicare Advantage plan, how much Medicare costs and more.
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Long-Term Care70% of those age 65 or older will need long-term care help sometime in their life. 3 It’s a fact of life… we’re all living longer.
Nothing can be more costly financially as well as emotionally than long-term care. But it doesn’t have to be like that. With over 25 years of specialized knowledge in this area, we can help you take the right steps now, to make it easier and less costly later. |
1 Not associated with or endorsed by the Social Security Administration or any other government agency.
2 The Social Security Analysis gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. We can not provide your actual benefit amount until you apply for benefits, and that amount may differ from the estimates provided.
3 Administration for Community Living, an agency of the U.S. Department of Health and Human Services
2 The Social Security Analysis gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. We can not provide your actual benefit amount until you apply for benefits, and that amount may differ from the estimates provided.
3 Administration for Community Living, an agency of the U.S. Department of Health and Human Services
