How to create a stream of retirement income at age 60 while simultaneously maxing out your own benefit at age 70
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How to Get a 10% “Tax Credit” For Your Tax-free Retirement
You can get a 10% credit to offset the taxes of a roth conversion if done inside of the right type of income vehicle.
The Magic of the “in-between” Moments
So work today like you have everything on the line, but sleep tonight like everything you have ever dreamed of is already yours.
The 2 New Innovative Ways to Pay for Long-term Care in Retirement
Imagine what your retirement would look like needing an additional $100,000 per year of retirement income!?
6 Common Retirement Planning Mistakes People Make
The 6 most common retirement planning mistakes and how to avoid them!
Delaying Your Social Security is the Best Tax-Free Retirement Strategy (the taxable spend-down)
By delaying social security you’re maximizing benefits, providing additional income when you need it, and more likely to retire tax-free
Don’t Be Afraid To Take The Shot
Never be afraid to take the shot in any area of your life. Having the courage to take the shot, without fear of failure, is always…
6 Steps to Maximize Retirement Income (with the minimum amount of assets)
Utilize the minimum amount of assets to provide the maximum amount of retirement income.
Yet Another Reason to Avoid Taking Social Security Early (the annual earnings limit)!
Taking social security early not only reduces you and your spouse’s benefit, it also limits your ability to EARN money in your peak years.
40-year-old with $275k Structured Settlement Wants Maximum Retirement Income at 60
(Don’t forget to checkout the video too)
The Top 5 Ways To Position Yourself For a Tax-free Retirement
Everyone’s goal in retirement should be first, to guarantee you never outlive your money. But the second goal, should be to retire tax-free
If Taxes Go Up AND The Market Goes Down (what happens to your retirement)?!
It’s not like taxes “might go up”…they have to go up. So what does your retirement look like if taxes go up AND the market drops?!












