The second of a 2-part series comparing the 2 diverging approaches to retirement income planning.
The 2 Diverging Approaches to Retirement Income Planning: The Safety-first, Market Independent Income Approach (pt. 2)
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Amplified Digital
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Posts by Amplified Digital
The 2 Diverging Approaches to Retirement Income Planning: The Probability-Based Approach (pt. 1)
Part 1 or a 2-part series on the 2 primary approaches to Retirement Income Planning.
63-year-old Couple with $1.9M +$500k in Deferred Comp Want to Retire Immediately!
A case study illustrating a bit more complex staggering of a variety of fixed and variable streams of income in retirement.
The 4 Key Considerations for Creating A Sustainable Retirement Income Plan
The distribution (or income) phase of retirement comes with a unique set of challenges. Make sure you create sustainability in your plan!
60-year-old Couple with $500k — Immediate Income, Deferred Income, or Interest-only Income?!
3 different ways to build a portfolio of guaranteed income in retirement.
The Top 5 Ways to Leave Tax-free Wealth To Your Loved Ones
Leverage the most favorable tax opportunities in retirement to leave more tax-free wealth to loved ones.
Retired Couple Needs Supplemental Income for 5 Years to Maximize Spousal Social Security Benefit
Couple creates a 5-year supplemental income so that they can fully maximize the guaranteed, lifetime income from the Spousal Benefit of SS.
The Elimination of the Stretch IRA Could Mean 30–40% Less Wealth to Your Loved Ones
(don’t forget to checkout the video of this blog too)
3 Reasons You Might Take Social Security Immediately & Invest! (very controversial!)
It often makes sense to delay your Social Security Income, but there are also good reasons you may consider taking it early…and investing.
60-year-old Divorcee Wants $8,000/month of Guaranteed Income in 2 Years (plus a $20k/year travel budget for 6 years)
Case study outlining a woman retiring and working part-time, while simultaneously securing a comfortable, guaranteed lifetime income plan.
63-year-old Couple Wants $10k/month in Retirement (with a $2.7M Tax-free Roth Conversion Strategy)‼️
Case Study outlining the importance of income planning and the utilization of a Roth Conversion for tax-free wealth transfer.
3 Reasons to Passively Invest in The Market (without trying to beat it)‼️
The best overall investment strategy is to NOT try to beat the market (but rather participate) AND keep your fees incredibly low.