Amplified Digital

There could be some hidden retirement value in those term insurance policies that you’re considering getting rid of…

Not only can this couple achieve their retirement income goal, they can actually retire earlier AND leave tax-free money to loved ones!

Being strategic with taxes in retirement is the most underutilized retirement planning asset. Here’s how to optimize your retirement plan.

60-year-old teachers have plenty of guaranteed income but they still want to ensure their remaining assets against market losses. Here’s…

Leveraging an insurance company helps you maximize income, but you want to be sure that not all of your assets are positioned as income

A creative way to pay for long-term care and protect your retirement assets without giving up accessibility to your money

Case Study of a 56-year-old couple targeting $15k per month of total fixed, guaranteed income in retirement (including social security)

You have a lot of controlling in choosing your tax bracket, especially prior to social security income being turned on and your RMDs

There are good reasons to have some Roth money including the ability to transfer money to loved ones tax-free & eliminate RMDs in…

Full case study with flexible 401k withdrawals and over $12k/month of guaranteed income for life for a 55-year-old man wanting to retire

Not only does guaranteed income ensure that you will never run out of money in retirement, it allows you to invest much more aggressively

Full Analysis of a 65-year-old woman who wants to retire immediately with $90k/year of supplemental, guaranteed income