Understand, manage, and manipulate funding sources to maximize retirement income
Understand value, management techniques, payouts, and risks for common retirement accounts
Catalog every stream – work, account, benefits – so your future is realistic and resilient
Taxes and RMD penalties can do great harm to your retirement account. Manage it.
Understand the rules and limitations on your investments.
Home equity is most often the largest source of potential income. Use it wisely.
Just because you quit working doesn’t mean you should quit earning income