Case study illustrating the importance of positioning yourself successfully for phase 2 of your life… Retirement income planning.
Amplified Digital
Posts by Amplified Digital
The Timing of Market Volatility Matters Most in Retirement
The ups-and-downs of the market often provide fantastic, long-term growth potential, but everything changes when you start taking income.
56-year-old Couple Wants a 10-year Max Income Spenddown + Lifetime Income (to delay social security)
Case Study showing the prioritizing of market assets for early retirement income with income insurance for longevity & maximization.
What If There’s Another 2008 During Your Retirement?!
The market is the best place for growth, but how are you protecting your retirement from market losses?!
Using a Leveraged “Roth Conversion” to Transfer Tax-free Wealth to Loved Ones
Retirement accounts are often the worst money to leave behind… but what if you could convert those taxable dollars into tax-free dollars?
3 Reasons To Guarantee A Portion of Your Retirement Portfolio
The importance of leveraging the powerful, contractual guarantees of an insurance company to remove risk from your retirement plan.
6 Tips For Passing Tax-free Money to Loved Ones!
6 Tips on leaving your retirement money to your loved ones (tax-free) rather than leaving your hard-earned money to the US government.
An Often Overlooked Key to Maximizing Social Security Benefits for Couples
Social Security is often very complex to navigate in retirement. Plus, if you make a mistake, you might leave retirement income on the…
61-year-old Couple Wants $9,000/month of Guaranteed Income in Retirement (plus performance based supplemental income)
A flexible, performance-based supplemental income strategy that still leverages some guaranteed income in retirement for peace-of-mind.
Why You Should Take (Tax-free) 401k Income Before Social Security & RMDs
You have much more control of your tax bill in retirement if you strategically begin your withdrawals in the early years of retirement.
5 Things You Might Not Know About Roth IRA’s!
Roth IRA’s have lots of benefits (and rules) that are commonly misunderstood. Here’s 5 things you might not know about Roth IRA’s.
53-year-old Man Needs to Average 13.922% Per Year to Beat an Income Annuity in Retirement
This is a complete analysis of the returns required (in the market) to outperform the guaranteed income value of the right type of annuity












